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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 | $207,486 | $185,312+12.0% | $161,489+28.5% | $154,746+34.1% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 18.76% | 103.84%-85.1pp | 89.72%-71.0pp | 172.34%-153.6pp |
| Employer contribution / active EE | $4,563 | $4,769-4.3% | $4,268+6.9% | $4,379+4.2% |
| Participant deferral / active EE | $13,770 | $6,350+116.9% | $5,630+144.6% | $6,730+104.6% |
| Admin fee / account holder | $483 | $18,654-97.4% | $16,006-97.0% | $14,365-96.6% |