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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 | $202,293 | $174,379+16.0% | $152,093+33.0% | $138,895+45.6% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 15.77% | 74.86%-59.1pp | 66.36%-50.6pp | 145.39%-129.6pp |
| Employer contribution / active EE | $2,607 | $4,652-44.0% | $4,175-37.6% | $4,194-37.9% |
| Participant deferral / active EE | $9,923 | $6,159+61.1% | $5,451+82.0% | $6,396+55.1% |
| Admin fee / account holder | $4,717 | $16,880-72.1% | $14,497-67.5% | $12,562-62.5% |