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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 | $228,545 | $212,386+7.6% | $199,883+14.3% | $138,895+64.5% |
| Participation rate | 61.1% | 87.4%-26.3pp | 86.8%-25.7pp | 79.9%-18.8pp |
| Annual return | 15.64% | 47.75%-32.1pp | 43.81%-28.2pp | 145.39%-129.8pp |
| Employer contribution / active EE | $4,673 | $6,625-29.5% | $6,261-25.4% | $4,194+11.4% |
| Participant deferral / active EE | $13,859 | $9,617+44.1% | $9,138+51.7% | $6,396+116.7% |
| Admin fee / account holder | $644 | $18,233-96.5% | $17,268-96.3% | $12,562-94.9% |