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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 | $206,842 | $182,442+13.4% | $163,379+26.6% | $138,895+48.9% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.8%-26.8pp | 79.9%-29.9pp |
| Annual return | 18.68% | 72.74%-54.1pp | 63.41%-44.7pp | 145.39%-126.7pp |
| Employer contribution / active EE | $1,200 | $4,159-71.1% | $3,752-68.0% | $4,194-71.4% |
| Participant deferral / active EE | $8,400 | $6,817+23.2% | $6,282+33.7% | $6,396+31.3% |
| Admin fee / account holder | $2,875 | $10,396-72.3% | $9,818-70.7% | $12,562-77.1% |