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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 | $225,800 | $174,379+29.5% | $152,093+48.5% | $138,895+62.6% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 17.94% | 74.86%-56.9pp | 66.36%-48.4pp | 145.39%-127.5pp |
| Employer contribution / active EE | $3,110 | $4,652-33.1% | $4,175-25.5% | $4,194-25.9% |
| Participant deferral / active EE | $8,800 | $6,159+42.9% | $5,451+61.4% | $6,396+37.6% |
| Admin fee / account holder | $5,355 | $16,880-68.3% | $14,497-63.1% | $12,562-57.4% |