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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 | $181,062+32.3% | $158,223+51.4% | $155,188+54.3% |
| Participation rate | 54.5% | 82.7%-28.1pp | 79.2%-24.7pp | 80.8%-26.3pp |
| Annual return | 14.83% | 57.39%-42.6pp | 52.09%-37.3pp | 148.84%-134.0pp |
| Employer contribution / active EE | $3,178 | $4,565-30.4% | $4,109-22.7% | $4,248-25.2% |
| Participant deferral / active EE | $8,763 | $6,134+42.8% | $5,467+60.3% | $6,531+34.2% |
| Admin fee / account holder | $3,192 | $18,825-83.0% | $16,047-80.1% | $14,480-78.0% |