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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 | $248,822 | $172,111+44.6% | $150,298+65.6% | $137,256+81.3% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 19.16% | 69.37%-50.2pp | 62.79%-43.6pp | 220.34%-201.2pp |
| Employer contribution / active EE | $2,900 | $4,636-37.5% | $4,154-30.2% | $4,156-30.2% |
| Participant deferral / active EE | $17,400 | $6,166+182.2% | $5,453+219.1% | $6,407+171.6% |
| Admin fee / account holder | $1,673 | $16,471-89.8% | $14,116-88.1% | $12,270-86.4% |