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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 | $206,670 | $174,379+18.5% | $152,093+35.9% | $138,895+48.8% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 17.39% | 74.86%-57.5pp | 66.36%-49.0pp | 145.39%-128.0pp |
| Employer contribution / active EE | $7,027 | $4,652+51.1% | $4,175+68.3% | $4,194+67.5% |
| Participant deferral / active EE | $3,536 | $6,159-42.6% | $5,451-35.1% | $6,396-44.7% |
| Admin fee / account holder | $1,047 | $16,880-93.8% | $14,497-92.8% | $12,562-91.7% |