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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 | $211,055 | $162,136+30.2% | $152,301+38.6% | $154,746+36.4% |
| Participation rate | 62.5% | 84.1%-21.6pp | 82.4%-19.9pp | 80.7%-18.2pp |
| Annual return | 15.96% | 91.02%-75.1pp | 80.50%-64.5pp | 172.34%-156.4pp |
| Employer contribution / active EE | $2,739 | $4,890-44.0% | $4,624-40.8% | $4,379-37.4% |
| Participant deferral / active EE | $7,030 | $8,341-15.7% | $8,004-12.2% | $6,730+4.4% |
| Admin fee / account holder | $1,942 | $15,759-87.7% | $14,398-86.5% | $14,365-86.5% |