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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,115 | $154,228+25.2% | $145,433+32.8% | $137,256+40.7% |
| Participation rate | 55.0% | 83.8%-28.8pp | 82.1%-27.1pp | 80.0%-25.0pp |
| Annual return | 12.45% | 74.59%-62.1pp | 66.58%-54.1pp | 220.34%-207.9pp |
| Employer contribution / active EE | $6,330 | $4,804+31.8% | $4,554+39.0% | $4,156+52.3% |
| Participant deferral / active EE | $2,805 | $8,216-65.9% | $7,897-64.5% | $6,407-56.2% |
| Admin fee / account holder | $2,423 | $14,344-83.1% | $13,129-81.5% | $12,270-80.3% |