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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 | $216,579 | $185,312+16.9% | $161,489+34.1% | $154,746+40.0% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 14.03% | 103.84%-89.8pp | 89.72%-75.7pp | 172.34%-158.3pp |
| Employer contribution / active EE | $1,846 | $4,769-61.3% | $4,268-56.8% | $4,379-57.9% |
| Participant deferral / active EE | $6,981 | $6,350+9.9% | $5,630+24.0% | $6,730+3.7% |
| Admin fee / account holder | $8,784 | $18,654-52.9% | $16,006-45.1% | $14,365-38.9% |