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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 | $223,805 | $91,559+144.4% | $133,971+67.1% | $79,852+180.3% |
| Participation rate | 61.5% | 73.3%-11.8pp | 79.8%-18.3pp | 69.6%-8.1pp |
| Annual return | 13.44% | 61.85%-48.4pp | 45.09%-31.7pp | 31.72%-18.3pp |
| Employer contribution / active EE | $2,268 | $2,384-4.9% | $3,919-42.1% | $2,471-8.2% |
| Participant deferral / active EE | $4,443 | $3,734+19.0% | $5,047-12.0% | $3,740+18.8% |
| Admin fee / account holder | $9,810 | $6,321+55.2% | $8,929+9.9% | $5,306+84.9% |