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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 | $188,715 | $135,956+38.8% | $123,894+52.3% | $273,972-31.1% |
| Participation rate | 62.5% | 84.1%-21.6pp | 81.4%-18.9pp | 83.0%-20.5pp |
| Annual return | 7.78% | 56.63%-48.8pp | 47.52%-39.7pp | 41.46%-33.7pp |
| Employer contribution / active EE | $1,413 | $5,170-72.7% | $4,617-69.4% | $4,869-71.0% |
| Participant deferral / active EE | $6,651 | $6,343+4.9% | $5,984+11.1% | $5,287+25.8% |
| Admin fee / account holder | $1,350 | $9,817-86.2% | $8,357-83.8% | $10,133-86.7% |