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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 | $198,611 | $174,379+13.9% | $152,093+30.6% | $138,895+43.0% |
| Participation rate | 62.5% | 81.6%-19.1pp | 77.8%-15.3pp | 79.9%-17.4pp |
| Annual return | 13.79% | 74.86%-61.1pp | 66.36%-52.6pp | 145.39%-131.6pp |
| Employer contribution / active EE | $1,938 | $4,652-58.3% | $4,175-53.6% | $4,194-53.8% |
| Participant deferral / active EE | $5,579 | $6,159-9.4% | $5,451+2.3% | $6,396-12.8% |
| Admin fee / account holder | $1,088 | $16,880-93.6% | $14,497-92.5% | $12,562-91.3% |