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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 | $190,429 | $185,312+2.8% | $161,489+17.9% | $154,746+23.1% |
| Participation rate | 61.5% | 82.5%-20.9pp | 78.7%-17.2pp | 80.7%-19.2pp |
| Annual return | 13.92% | 103.84%-89.9pp | 89.72%-75.8pp | 172.34%-158.4pp |
| Employer contribution / active EE | $1,580 | $4,769-66.9% | $4,268-63.0% | $4,379-63.9% |
| Participant deferral / active EE | $5,721 | $6,350-9.9% | $5,630+1.6% | $6,730-15.0% |
| Admin fee / account holder | $11,500 | $18,654-38.4% | $16,006-28.2% | $14,365-19.9% |