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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 | $220,903 | $181,062+22.0% | $158,223+39.6% | $155,188+42.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 16.32% | 57.39%-41.1pp | 52.09%-35.8pp | 148.84%-132.5pp |
| Employer contribution / active EE | $1,936 | $4,565-57.6% | $4,109-52.9% | $4,248-54.4% |
| Participant deferral / active EE | $10,534 | $6,134+71.7% | $5,467+92.7% | $6,531+61.3% |
| Admin fee / account holder | $8,224 | $18,825-56.3% | $16,047-48.8% | $14,480-43.2% |