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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 | $181,062+14.1% | $158,223+30.6% | $155,188+33.2% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 17.39% | 57.39%-40.0pp | 52.09%-34.7pp | 148.84%-131.4pp |
| Employer contribution / active EE | $7,027 | $4,565+54.0% | $4,109+71.0% | $4,248+65.4% |
| Participant deferral / active EE | $3,536 | $6,134-42.4% | $5,467-35.3% | $6,531-45.9% |
| Admin fee / account holder | $1,047 | $18,825-94.4% | $16,047-93.5% | $14,480-92.8% |