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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 | $189,473 | $178,174+6.3% | $156,181+21.3% | $137,256+38.0% |
| Participation rate | 69.2% | 82.0%-12.8pp | 78.8%-9.6pp | 80.0%-10.7pp |
| Annual return | 15.65% | 84.19%-68.5pp | 64.87%-49.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $3,636 | $4,972-26.9% | $4,294-15.3% | $4,156-12.5% |
| Participant deferral / active EE | $5,422 | $6,888-21.3% | $6,132-11.6% | $6,407-15.4% |
| Admin fee / account holder | $8,217 | $17,404-52.8% | $14,586-43.7% | $12,270-33.0% |