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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 | $216,298 | $155,555+39.0% | $146,866+47.3% | $155,188+39.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 12.60% | 115.41%-102.8pp | 102.85%-90.3pp | 148.84%-136.2pp |
| Employer contribution / active EE | $5,418 | $4,647+16.6% | $4,425+22.5% | $4,248+27.6% |
| Participant deferral / active EE | $12,094 | $8,044+50.3% | $7,759+55.9% | $6,531+85.2% |
| Admin fee / account holder | $3,748 | $14,755-74.6% | $13,620-72.5% | $14,480-74.1% |