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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 | $209,258 | $162,136+29.1% | $152,301+37.4% | $154,746+35.2% |
| Participation rate | 58.3% | 84.1%-25.8pp | 82.4%-24.1pp | 80.7%-22.4pp |
| Annual return | 15.33% | 91.02%-75.7pp | 80.50%-65.2pp | 172.34%-157.0pp |
| Employer contribution / active EE | $2,185 | $4,890-55.3% | $4,624-52.7% | $4,379-50.1% |
| Participant deferral / active EE | $7,554 | $8,341-9.4% | $8,004-5.6% | $6,730+12.2% |
| Admin fee / account holder | $3,912 | $15,759-75.2% | $14,398-72.8% | $14,365-72.8% |