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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 | $218,233 | $162,136+34.6% | $152,301+43.3% | $154,746+41.0% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 13.23% | 91.02%-77.8pp | 80.50%-67.3pp | 172.34%-159.1pp |
| Employer contribution / active EE | $4,767 | $4,890-2.5% | $4,624+3.1% | $4,379+8.9% |
| Participant deferral / active EE | $15,418 | $8,341+84.8% | $8,004+92.6% | $6,730+129.1% |
| Admin fee / account holder | $20,896 | $15,759+32.6% | $14,398+45.1% | $14,365+45.5% |