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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 | $222,468 | $172,111+29.3% | $150,298+48.0% | $137,256+62.1% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 16.20% | 69.37%-53.2pp | 62.79%-46.6pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,181 | $4,636-53.0% | $4,154-47.5% | $4,156-47.5% |
| Participant deferral / active EE | $11,100 | $6,166+80.0% | $5,453+103.6% | $6,407+73.3% |
| Admin fee / account holder | $1,090 | $16,471-93.4% | $14,116-92.3% | $12,270-91.1% |