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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 | $206,803 | $185,312+11.6% | $161,489+28.1% | $154,746+33.6% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.7%-16.2pp | 80.7%-18.2pp |
| Annual return | 13.73% | 103.84%-90.1pp | 89.72%-76.0pp | 172.34%-158.6pp |
| Employer contribution / active EE | $1,508 | $4,769-68.4% | $4,268-64.7% | $4,379-65.6% |
| Participant deferral / active EE | $4,694 | $6,350-26.1% | $5,630-16.6% | $6,730-30.3% |
| Admin fee / account holder | $3,752 | $18,654-79.9% | $16,006-76.6% | $14,365-73.9% |