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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 | $204,493 | $155,555+31.5% | $146,866+39.2% | $155,188+31.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 14.41% | 115.41%-101.0pp | 102.85%-88.4pp | 148.84%-134.4pp |
| Employer contribution / active EE | $3,140 | $4,647-32.4% | $4,425-29.0% | $4,248-26.1% |
| Participant deferral / active EE | $6,251 | $8,044-22.3% | $7,759-19.4% | $6,531-4.3% |
| Admin fee / account holder | $5,666 | $14,755-61.6% | $13,620-58.4% | $14,480-60.9% |