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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 | $201,177 | $185,312+8.6% | $161,489+24.6% | $154,746+30.0% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 19.63% | 103.84%-84.2pp | 89.72%-70.1pp | 172.34%-152.7pp |
| Employer contribution / active EE | $6,750 | $4,769+41.5% | $4,268+58.1% | $4,379+54.1% |
| Participant deferral / active EE | $15,500 | $6,350+144.1% | $5,630+175.3% | $6,730+130.3% |
| Admin fee / account holder | $9,671 | $18,654-48.2% | $16,006-39.6% | $14,365-32.7% |