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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 | $184,498 | $139,948+31.8% | $121,663+51.6% | $154,746+19.2% |
| Participation rate | 63.6% | 78.0%-14.4pp | 74.5%-10.9pp | 80.7%-17.1pp |
| Annual return | 10.67% | 230.52%-219.8pp | 147.54%-136.9pp | 172.34%-161.7pp |
| Employer contribution / active EE | $5,798 | $3,521+64.7% | $3,020+92.0% | $4,379+32.4% |
| Participant deferral / active EE | $3,969 | $5,629-29.5% | $4,887-18.8% | $6,730-41.0% |
| Admin fee / account holder | $15,826 | $17,321-8.6% | $14,289+10.8% | $14,365+10.2% |