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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 | $211,067 | $185,312+13.9% | $161,489+30.7% | $154,746+36.4% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 20.27% | 103.84%-83.6pp | 89.72%-69.5pp | 172.34%-152.1pp |
| Employer contribution / active EE | $3,481 | $4,769-27.0% | $4,268-18.4% | $4,379-20.5% |
| Participant deferral / active EE | $10,833 | $6,350+70.6% | $5,630+92.4% | $6,730+61.0% |
| Admin fee / account holder | $6,273 | $18,654-66.4% | $16,006-60.8% | $14,365-56.3% |