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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 | $196,030 | $183,516+6.8% | $155,534+26.0% | $145,884+34.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 15.56% | 61.43%-45.9pp | 64.92%-49.4pp | 551.85%-536.3pp |
| Employer contribution / active EE | $3,278 | $5,315-38.3% | $4,675-29.9% | $4,662-29.7% |
| Participant deferral / active EE | $9,109 | $6,467+40.9% | $5,630+61.8% | $6,690+36.2% |
| Admin fee / account holder | $17,643 | $19,293-8.6% | $15,900+11.0% | $13,392+31.7% |