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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 | $224,356 | $185,312+21.1% | $161,489+38.9% | $154,746+45.0% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 27.52% | 103.84%-76.3pp | 89.72%-62.2pp | 172.34%-144.8pp |
| Employer contribution / active EE | $4,048 | $4,769-15.1% | $4,268-5.2% | $4,379-7.6% |
| Participant deferral / active EE | $5,909 | $6,350-6.9% | $5,630+5.0% | $6,730-12.2% |
| Admin fee / account holder | $2,043 | $18,654-89.0% | $16,006-87.2% | $14,365-85.8% |