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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 | $181,062+23.9% | $158,223+41.8% | $155,188+44.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 27.52% | 57.39%-29.9pp | 52.09%-24.6pp | 148.84%-121.3pp |
| Employer contribution / active EE | $4,048 | $4,565-11.3% | $4,109-1.5% | $4,248-4.7% |
| Participant deferral / active EE | $5,909 | $6,134-3.7% | $5,467+8.1% | $6,531-9.5% |
| Admin fee / account holder | $2,043 | $18,825-89.1% | $16,047-87.3% | $14,480-85.9% |