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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 | $203,994 | $156,398+30.4% | $147,318+38.5% | $138,895+46.9% |
| Participation rate | 55.6% | 83.8%-28.2pp | 82.1%-26.5pp | 79.9%-24.4pp |
| Annual return | 17.14% | 78.75%-61.6pp | 70.43%-53.3pp | 145.39%-128.3pp |
| Employer contribution / active EE | $4,365 | $4,853-10.1% | $4,593-5.0% | $4,194+4.1% |
| Participant deferral / active EE | $10,901 | $8,237+32.3% | $7,906+37.9% | $6,396+70.4% |
| Admin fee / account holder | $2,775 | $14,976-81.5% | $13,708-79.8% | $12,562-77.9% |