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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 | $233,758 | $156,398+49.5% | $147,318+58.7% | $138,895+68.3% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 19.91% | 78.75%-58.8pp | 70.43%-50.5pp | 145.39%-125.5pp |
| Employer contribution / active EE | $1,789 | $4,853-63.1% | $4,593-61.0% | $4,194-57.3% |
| Participant deferral / active EE | $11,568 | $8,237+40.4% | $7,906+46.3% | $6,396+80.9% |
| Admin fee / account holder | $1,823 | $14,976-87.8% | $13,708-86.7% | $12,562-85.5% |