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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 | $200,696 | $91,559+119.2% | $133,959+49.8% | $79,858+151.3% |
| Participation rate | 69.2% | 73.3%-4.1pp | 79.8%-10.6pp | 69.6%-0.4pp |
| Annual return | 19.28% | 61.85%-42.6pp | 45.09%-25.8pp | 31.72%-12.4pp |
| Employer contribution / active EE | $2,841 | $2,384+19.2% | $3,919-27.5% | $2,471+15.0% |
| Participant deferral / active EE | $6,022 | $3,734+61.3% | $5,047+19.3% | $3,740+61.0% |
| Admin fee / account holder | $2,544 | $6,321-59.8% | $8,928-71.5% | $5,306-52.1% |