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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 | $156,398+57.3% | $147,318+67.0% | $138,895+77.1% |
| Participation rate | 69.2% | 83.8%-14.5pp | 82.1%-12.8pp | 79.9%-10.7pp |
| Annual return | 15.21% | 78.75%-63.5pp | 70.43%-55.2pp | 145.39%-130.2pp |
| Employer contribution / active EE | $3,688 | $4,853-24.0% | $4,593-19.7% | $4,194-12.1% |
| Participant deferral / active EE | $10,623 | $8,237+29.0% | $7,906+34.4% | $6,396+66.1% |
| Admin fee / account holder | $27,446 | $14,976+83.3% | $13,708+100.2% | $12,562+118.5% |