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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 | $204,814 | $129,737+57.9% | $119,126+71.9% | $154,746+32.4% |
| Participation rate | 69.2% | 78.9%-9.6pp | 75.8%-6.5pp | 80.7%-11.5pp |
| Annual return | 10.51% | 379.08%-368.6pp | 282.11%-271.6pp | 172.34%-161.8pp |
| Employer contribution / active EE | $1,582 | $4,375-63.8% | $4,034-60.8% | $4,379-63.9% |
| Participant deferral / active EE | $7,480 | $5,842+28.0% | $5,318+40.7% | $6,730+11.1% |
| Admin fee / account holder | $1,187 | $11,961-90.1% | $10,693-88.9% | $14,365-91.7% |