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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 | $199,218 | $185,312+7.5% | $161,489+23.4% | $154,746+28.7% |
| Participation rate | 58.8% | 82.5%-23.6pp | 78.7%-19.9pp | 80.7%-21.9pp |
| Annual return | 17.49% | 103.84%-86.4pp | 89.72%-72.2pp | 172.34%-154.9pp |
| Employer contribution / active EE | $1,811 | $4,769-62.0% | $4,268-57.6% | $4,379-58.6% |
| Participant deferral / active EE | $4,177 | $6,350-34.2% | $5,630-25.8% | $6,730-37.9% |
| Admin fee / account holder | $2,224 | $18,654-88.1% | $16,006-86.1% | $14,365-84.5% |