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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 | $226,485 | $154,228+46.9% | $145,433+55.7% | $137,256+65.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 17.27% | 74.59%-57.3pp | 66.58%-49.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,824 | $4,804-41.2% | $4,554-38.0% | $4,156-32.1% |
| Participant deferral / active EE | $4,946 | $8,216-39.8% | $7,897-37.4% | $6,407-22.8% |
| Admin fee / account holder | $1,781 | $14,344-87.6% | $13,129-86.4% | $12,270-85.5% |