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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 | $184,841 | $185,312-0.3% | $161,489+14.5% | $154,746+19.4% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 16.13% | 103.84%-87.7pp | 89.72%-73.6pp | 172.34%-156.2pp |
| Employer contribution / active EE | $2,206 | $4,769-53.7% | $4,268-48.3% | $4,379-49.6% |
| Participant deferral / active EE | $7,418 | $6,350+16.8% | $5,630+31.8% | $6,730+10.2% |
| Admin fee / account holder | $6,435 | $18,654-65.5% | $16,006-59.8% | $14,365-55.2% |