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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 | $244,633 | $162,136+50.9% | $152,301+60.6% | $154,746+58.1% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 18.54% | 91.02%-72.5pp | 80.50%-62.0pp | 172.34%-153.8pp |
| Employer contribution / active EE | $3,040 | $4,890-37.8% | $4,624-34.3% | $4,379-30.6% |
| Participant deferral / active EE | $11,528 | $8,341+38.2% | $8,004+44.0% | $6,730+71.3% |
| Admin fee / account holder | $1,171 | $15,759-92.6% | $14,398-91.9% | $14,365-91.8% |