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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 | $205,609 | $185,312+11.0% | $161,489+27.3% | $154,746+32.9% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 18.60% | 103.84%-85.2pp | 89.72%-71.1pp | 172.34%-153.7pp |
| Employer contribution / active EE | $2,659 | $4,769-44.2% | $4,268-37.7% | $4,379-39.3% |
| Participant deferral / active EE | $8,425 | $6,350+32.7% | $5,630+49.6% | $6,730+25.2% |
| Admin fee / account holder | $403 | $18,654-97.8% | $16,006-97.5% | $14,365-97.2% |