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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 | $210,871 | $162,136+30.1% | $152,301+38.5% | $154,746+36.3% |
| Participation rate | 64.3% | 84.1%-19.8pp | 82.4%-18.2pp | 80.7%-16.4pp |
| Annual return | 16.67% | 91.02%-74.3pp | 80.50%-63.8pp | 172.34%-155.7pp |
| Employer contribution / active EE | $3,760 | $4,890-23.1% | $4,624-18.7% | $4,379-14.1% |
| Participant deferral / active EE | $9,633 | $8,341+15.5% | $8,004+20.4% | $6,730+43.1% |
| Admin fee / account holder | $1,898 | $15,759-88.0% | $14,398-86.8% | $14,365-86.8% |