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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 | $181,062+9.7% | $158,223+25.5% | $155,188+28.0% |
| Participation rate | 62.5% | 82.7%-20.2pp | 79.2%-16.7pp | 80.8%-18.3pp |
| Annual return | 13.79% | 57.39%-43.6pp | 52.09%-38.3pp | 148.84%-135.1pp |
| Employer contribution / active EE | $1,938 | $4,565-57.5% | $4,109-52.8% | $4,248-54.4% |
| Participant deferral / active EE | $5,579 | $6,134-9.1% | $5,467+2.0% | $6,531-14.6% |
| Admin fee / account holder | $1,088 | $18,825-94.2% | $16,047-93.2% | $14,480-92.5% |