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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 | $246,021 | $154,228+59.5% | $145,433+69.2% | $137,256+79.2% |
| Participation rate | 69.2% | 83.8%-14.6pp | 82.1%-12.9pp | 80.0%-10.7pp |
| Annual return | 15.21% | 74.59%-59.4pp | 66.58%-51.4pp | 220.34%-205.1pp |
| Employer contribution / active EE | $3,688 | $4,804-23.2% | $4,554-19.0% | $4,156-11.3% |
| Participant deferral / active EE | $10,623 | $8,216+29.3% | $7,897+34.5% | $6,407+65.8% |
| Admin fee / account holder | $27,446 | $14,344+91.3% | $13,129+109.0% | $12,270+123.7% |