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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 | $196,875 | $154,228+27.7% | $145,433+35.4% | $137,256+43.4% |
| Participation rate | 69.2% | 83.8%-14.6pp | 82.1%-12.9pp | 80.0%-10.7pp |
| Annual return | 14.63% | 74.59%-60.0pp | 66.58%-52.0pp | 220.34%-205.7pp |
| Employer contribution / active EE | $2,132 | $4,804-55.6% | $4,554-53.2% | $4,156-48.7% |
| Participant deferral / active EE | $6,415 | $8,216-21.9% | $7,897-18.8% | $6,407+0.1% |
| Admin fee / account holder | $28,328 | $14,344+97.5% | $13,129+115.8% | $12,270+130.9% |