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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 | $185,402 | $154,228+20.2% | $145,433+27.5% | $137,256+35.1% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 19.53% | 74.59%-55.1pp | 66.58%-47.0pp | 220.34%-200.8pp |
| Employer contribution / active EE | $2,445 | $4,804-49.1% | $4,554-46.3% | $4,156-41.2% |
| Participant deferral / active EE | $9,681 | $8,216+17.8% | $7,897+22.6% | $6,407+51.1% |
| Admin fee / account holder | $18,861 | $14,344+31.5% | $13,129+43.7% | $12,270+53.7% |