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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 | $210,203 | $174,379+20.5% | $152,093+38.2% | $138,895+51.3% |
| Participation rate | 62.5% | 81.6%-19.1pp | 77.8%-15.3pp | 79.9%-17.4pp |
| Annual return | 13.75% | 74.86%-61.1pp | 66.36%-52.6pp | 145.39%-131.6pp |
| Employer contribution / active EE | $2,396 | $4,652-48.5% | $4,175-42.6% | $4,194-42.9% |
| Participant deferral / active EE | $9,023 | $6,159+46.5% | $5,451+65.5% | $6,396+41.1% |
| Admin fee / account holder | $1,337 | $16,880-92.1% | $14,497-90.8% | $12,562-89.4% |