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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 | $205,697 | $185,312+11.0% | $161,489+27.4% | $154,746+32.9% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 16.44% | 103.84%-87.4pp | 89.72%-73.3pp | 172.34%-155.9pp |
| Employer contribution / active EE | $3,108 | $4,769-34.8% | $4,268-27.2% | $4,379-29.0% |
| Participant deferral / active EE | $6,274 | $6,350-1.2% | $5,630+11.4% | $6,730-6.8% |
| Admin fee / account holder | $4,221 | $18,654-77.4% | $16,006-73.6% | $14,365-70.6% |