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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 | $187,239 | $174,379+7.4% | $152,093+23.1% | $138,895+34.8% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 17.09% | 74.86%-57.8pp | 66.36%-49.3pp | 145.39%-128.3pp |
| Employer contribution / active EE | $1,810 | $4,652-61.1% | $4,175-56.7% | $4,194-56.9% |
| Participant deferral / active EE | $6,435 | $6,159+4.5% | $5,451+18.0% | $6,396+0.6% |
| Admin fee / account holder | $8,238 | $16,880-51.2% | $14,497-43.2% | $12,562-34.4% |