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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 | $197,786 | $156,398+26.5% | $147,318+34.3% | $138,895+42.4% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 15.26% | 78.75%-63.5pp | 70.43%-55.2pp | 145.39%-130.1pp |
| Employer contribution / active EE | $3,689 | $4,853-24.0% | $4,593-19.7% | $4,194-12.1% |
| Participant deferral / active EE | $6,140 | $8,237-25.5% | $7,906-22.3% | $6,396-4.0% |
| Admin fee / account holder | $46,220 | $14,976+208.6% | $13,708+237.2% | $12,562+267.9% |