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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 | $214,632 | $174,379+23.1% | $152,093+41.1% | $138,895+54.5% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 13.47% | 74.86%-61.4pp | 66.36%-52.9pp | 145.39%-131.9pp |
| Employer contribution / active EE | $1,550 | $4,652-66.7% | $4,175-62.9% | $4,194-63.0% |
| Participant deferral / active EE | $10,596 | $6,159+72.0% | $5,451+94.4% | $6,396+65.7% |
| Admin fee / account holder | $413 | $16,880-97.6% | $14,497-97.2% | $12,562-96.7% |