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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 | $185,312+11.5% | $161,489+28.0% | $154,746+33.6% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 17.39% | 103.84%-86.5pp | 89.72%-72.3pp | 172.34%-154.9pp |
| Employer contribution / active EE | $7,027 | $4,769+47.4% | $4,268+64.6% | $4,379+60.5% |
| Participant deferral / active EE | $3,536 | $6,350-44.3% | $5,630-37.2% | $6,730-47.5% |
| Admin fee / account holder | $1,047 | $18,654-94.4% | $16,006-93.5% | $14,365-92.7% |