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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 | $189,514 | $157,296+20.5% | $141,191+34.2% | $152,897+23.9% |
| Participation rate | 68.2% | 84.8%-16.6pp | 82.5%-14.3pp | 82.5%-14.3pp |
| Annual return | 24.30% | 64.34%-40.0pp | 71.41%-47.1pp | 345.43%-321.1pp |
| Employer contribution / active EE | $3,788 | $5,262-28.0% | $4,736-20.0% | $4,764-20.5% |
| Participant deferral / active EE | $7,812 | $7,111+9.9% | $6,710+16.4% | $5,851+33.5% |
| Admin fee / account holder | $1,029 | $12,125-91.5% | $10,264-90.0% | $11,599-91.1% |