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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 | $239,524 | $172,111+39.2% | $150,298+59.4% | $137,256+74.5% |
| Participation rate | 54.5% | 81.7%-27.2pp | 77.8%-23.2pp | 80.0%-25.4pp |
| Annual return | 14.83% | 69.37%-54.5pp | 62.79%-48.0pp | 220.34%-205.5pp |
| Employer contribution / active EE | $3,178 | $4,636-31.5% | $4,154-23.5% | $4,156-23.5% |
| Participant deferral / active EE | $8,763 | $6,166+42.1% | $5,453+60.7% | $6,407+36.8% |
| Admin fee / account holder | $3,192 | $16,471-80.6% | $14,116-77.4% | $12,270-74.0% |