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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 | $186,645 | $172,111+8.4% | $150,298+24.2% | $137,256+36.0% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 19.72% | 69.37%-49.7pp | 62.79%-43.1pp | 220.34%-200.6pp |
| Employer contribution / active EE | $1,947 | $4,636-58.0% | $4,154-53.1% | $4,156-53.2% |
| Participant deferral / active EE | $8,817 | $6,166+43.0% | $5,453+61.7% | $6,407+37.6% |
| Admin fee / account holder | $98,301 | $16,471+496.8% | $14,116+596.4% | $12,270+701.1% |