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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 | $219,866 | $174,379+26.1% | $152,093+44.6% | $138,895+58.3% |
| Participation rate | 69.2% | 81.6%-12.4pp | 77.8%-8.5pp | 79.9%-10.7pp |
| Annual return | 15.38% | 74.86%-59.5pp | 66.36%-51.0pp | 145.39%-130.0pp |
| Employer contribution / active EE | $4,465 | $4,652-4.0% | $4,175+7.0% | $4,194+6.5% |
| Participant deferral / active EE | $14,313 | $6,159+132.4% | $5,451+162.5% | $6,396+123.8% |
| Admin fee / account holder | $7,619 | $16,880-54.9% | $14,497-47.4% | $12,562-39.4% |