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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 | $215,314 | $166,131+29.6% | $164,975+30.5% | $145,877+47.6% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 15.87% | 100.37%-84.5pp | 70.12%-54.2pp | 551.28%-535.4pp |
| Employer contribution / active EE | $2,478 | $5,276-53.0% | $4,343-42.9% | $4,663-46.9% |
| Participant deferral / active EE | $10,997 | $6,962+58.0% | $6,033+82.3% | $6,691+64.4% |
| Admin fee / account holder | $2,443 | $16,648-85.3% | $12,688-80.7% | $13,402-81.8% |