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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 | $201,419 | $154,228+30.6% | $145,433+38.5% | $137,256+46.7% |
| Participation rate | 68.8% | 83.8%-15.0pp | 82.1%-13.4pp | 80.0%-11.2pp |
| Annual return | 15.45% | 74.59%-59.1pp | 66.58%-51.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $4,571 | $4,804-4.8% | $4,554+0.4% | $4,156+10.0% |
| Participant deferral / active EE | $9,934 | $8,216+20.9% | $7,897+25.8% | $6,407+55.1% |
| Admin fee / account holder | $12,640 | $14,344-11.9% | $13,129-3.7% | $12,270+3.0% |