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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 | $223,625 | $185,312+20.7% | $161,489+38.5% | $154,746+44.5% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 12.95% | 103.84%-90.9pp | 89.72%-76.8pp | 172.34%-159.4pp |
| Employer contribution / active EE | $1,800 | $4,769-62.3% | $4,268-57.8% | $4,379-58.9% |
| Participant deferral / active EE | $5,582 | $6,350-12.1% | $5,630-0.9% | $6,730-17.1% |
| Admin fee / account holder | $22,230 | $18,654+19.2% | $16,006+38.9% | $14,365+54.8% |