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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 | $243,520 | $185,312+31.4% | $161,489+50.8% | $154,746+57.4% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 18.83% | 103.84%-85.0pp | 89.72%-70.9pp | 172.34%-153.5pp |
| Employer contribution / active EE | $12,961 | $4,769+171.8% | $4,268+203.7% | $4,379+196.0% |
| Participant deferral / active EE | $7,833 | $6,350+23.4% | $5,630+39.1% | $6,730+16.4% |
| Admin fee / account holder | $779 | $18,654-95.8% | $16,006-95.1% | $14,365-94.6% |