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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 | $199,029 | $185,312+7.4% | $161,489+23.2% | $154,746+28.6% |
| Participation rate | 44.4% | 82.5%-38.0pp | 78.7%-34.3pp | 80.7%-36.3pp |
| Annual return | 16.42% | 103.84%-87.4pp | 89.72%-73.3pp | 172.34%-155.9pp |
| Employer contribution / active EE | $1,990 | $4,769-58.3% | $4,268-53.4% | $4,379-54.6% |
| Participant deferral / active EE | $5,338 | $6,350-15.9% | $5,630-5.2% | $6,730-20.7% |
| Admin fee / account holder | $4,604 | $18,654-75.3% | $16,006-71.2% | $14,365-68.0% |