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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 | $207,274 | $155,555+33.2% | $146,866+41.1% | $155,188+33.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 15.82% | 115.41%-99.6pp | 102.85%-87.0pp | 148.84%-133.0pp |
| Employer contribution / active EE | $3,019 | $4,647-35.0% | $4,425-31.8% | $4,248-28.9% |
| Participant deferral / active EE | $4,289 | $8,044-46.7% | $7,759-44.7% | $6,531-34.3% |
| Admin fee / account holder | $7,194 | $14,755-51.2% | $13,620-47.2% | $14,480-50.3% |