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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 | $193,025 | $185,312+4.2% | $161,489+19.5% | $154,746+24.7% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 21.03% | 103.84%-82.8pp | 89.72%-68.7pp | 172.34%-151.3pp |
| Employer contribution / active EE | $2,361 | $4,769-50.5% | $4,268-44.7% | $4,379-46.1% |
| Participant deferral / active EE | $12,011 | $6,350+89.2% | $5,630+113.4% | $6,730+78.5% |
| Admin fee / account holder | $1,188 | $18,654-93.6% | $16,006-92.6% | $14,365-91.7% |