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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 | $202,739 | $162,821+24.5% | $133,978+51.3% | $158,982+27.5% |
| Participation rate | 60.0% | 83.2%-23.2pp | 79.8%-19.8pp | 82.0%-22.0pp |
| Annual return | 18.11% | 41.95%-23.8pp | 45.10%-27.0pp | 302.99%-284.9pp |
| Employer contribution / active EE | $4,128 | $4,976-17.0% | $3,919+5.3% | $4,763-13.3% |
| Participant deferral / active EE | $10,312 | $5,910+74.5% | $5,047+104.3% | $5,983+72.3% |
| Admin fee / account holder | $759 | $11,742-93.5% | $8,930-91.5% | $11,252-93.3% |