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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 | $204,752 | $115,225+77.7% | $100,712+103.3% | $138,895+47.4% |
| Participation rate | 60.0% | 74.3%-14.3pp | 69.3%-9.3pp | 79.9%-19.9pp |
| Annual return | 16.27% | 40.35%-24.1pp | 33.27%-17.0pp | 145.39%-129.1pp |
| Employer contribution / active EE | $2,184 | $2,771-21.2% | $2,313-5.6% | $4,194-47.9% |
| Participant deferral / active EE | $5,803 | $4,699+23.5% | $4,085+42.1% | $6,396-9.3% |
| Admin fee / account holder | $14,336 | $10,844+32.2% | $9,256+54.9% | $12,562+14.1% |