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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 | $222,518 | $115,225+93.1% | $100,712+120.9% | $138,895+60.2% |
| Participation rate | 40.0% | 74.3%-34.3pp | 69.3%-29.3pp | 79.9%-39.9pp |
| Annual return | 13.45% | 40.35%-26.9pp | 33.27%-19.8pp | 145.39%-131.9pp |
| Employer contribution / active EE | $3,778 | $2,771+36.3% | $2,313+63.3% | $4,194-9.9% |
| Participant deferral / active EE | $7,324 | $4,699+55.8% | $4,085+79.3% | $6,396+14.5% |
| Admin fee / account holder | $3,407 | $10,844-68.6% | $9,256-63.2% | $12,562-72.9% |