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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 | $249,972 | $185,312+34.9% | $161,489+54.8% | $154,746+61.5% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.7%-21.6pp | 80.7%-23.6pp |
| Annual return | 15.71% | 103.84%-88.1pp | 89.72%-74.0pp | 172.34%-156.6pp |
| Employer contribution / active EE | $3,547 | $4,769-25.6% | $4,268-16.9% | $4,379-19.0% |
| Participant deferral / active EE | $7,284 | $6,350+14.7% | $5,630+29.4% | $6,730+8.2% |
| Admin fee / account holder | $1,578 | $18,654-91.5% | $16,006-90.1% | $14,365-89.0% |