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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 | $187,778 | $111,535+68.4% | $105,223+78.5% | $137,256+36.8% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 17.69% | 237.85%-220.2pp | 180.65%-163.0pp | 220.34%-202.6pp |
| Employer contribution / active EE | $2,408 | $3,939-38.9% | $3,689-34.7% | $4,156-42.1% |
| Participant deferral / active EE | $6,006 | $5,500+9.2% | $5,072+18.4% | $6,407-6.2% |
| Admin fee / account holder | $994 | $9,721-89.8% | $8,859-88.8% | $12,270-91.9% |