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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 | $222,938 | $185,312+20.3% | $161,489+38.1% | $154,746+44.1% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.7%-16.2pp | 80.7%-18.2pp |
| Annual return | 16.21% | 103.84%-87.6pp | 89.72%-73.5pp | 172.34%-156.1pp |
| Employer contribution / active EE | $2,238 | $4,769-53.1% | $4,268-47.6% | $4,379-48.9% |
| Participant deferral / active EE | $5,826 | $6,350-8.3% | $5,630+3.5% | $6,730-13.4% |
| Admin fee / account holder | $2,853 | $18,654-84.7% | $16,006-82.2% | $14,365-80.1% |