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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 | $186,635 | $154,228+21.0% | $145,433+28.3% | $137,256+36.0% |
| Participation rate | 68.8% | 83.8%-15.0pp | 82.1%-13.4pp | 80.0%-11.2pp |
| Annual return | 14.64% | 74.59%-59.9pp | 66.58%-51.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $4,341 | $4,804-9.6% | $4,554-4.7% | $4,156+4.4% |
| Participant deferral / active EE | $7,121 | $8,216-13.3% | $7,897-9.8% | $6,407+11.1% |
| Admin fee / account holder | $5,285 | $14,344-63.2% | $13,129-59.7% | $12,270-56.9% |