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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 | $192,233 | $162,136+18.6% | $152,301+26.2% | $154,746+24.2% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 14.45% | 91.02%-76.6pp | 80.50%-66.1pp | 172.34%-157.9pp |
| Employer contribution / active EE | $3,560 | $4,890-27.2% | $4,624-23.0% | $4,379-18.7% |
| Participant deferral / active EE | $11,189 | $8,341+34.2% | $8,004+39.8% | $6,730+66.3% |
| Admin fee / account holder | $7,812 | $15,759-50.4% | $14,398-45.7% | $14,365-45.6% |