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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 | $209,336+9.2% | $197,124+15.9% | $137,256+66.5% |
| Participation rate | 61.1% | 87.3%-26.2pp | 86.7%-25.6pp | 80.0%-18.8pp |
| Annual return | 15.64% | 48.09%-32.4pp | 44.34%-28.7pp | 220.34%-204.7pp |
| Employer contribution / active EE | $4,673 | $6,591-29.1% | $6,227-25.0% | $4,156+12.4% |
| Participant deferral / active EE | $13,859 | $9,614+44.2% | $9,135+51.7% | $6,407+116.3% |
| Admin fee / account holder | $644 | $17,308-96.3% | $16,298-96.0% | $12,270-94.8% |