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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 | $201,393 | $185,312+8.7% | $161,489+24.7% | $154,746+30.1% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 19.59% | 103.84%-84.3pp | 89.72%-70.1pp | 172.34%-152.7pp |
| Employer contribution / active EE | $2,251 | $4,769-52.8% | $4,268-47.3% | $4,379-48.6% |
| Participant deferral / active EE | $5,836 | $6,350-8.1% | $5,630+3.7% | $6,730-13.3% |
| Admin fee / account holder | $8,252 | $18,654-55.8% | $16,006-48.4% | $14,365-42.6% |