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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 | $242,021 | $174,379+38.8% | $152,093+59.1% | $138,895+74.2% |
| Participation rate | 53.3% | 81.6%-28.3pp | 77.8%-24.4pp | 79.9%-26.6pp |
| Annual return | 15.50% | 74.86%-59.4pp | 66.36%-50.9pp | 145.39%-129.9pp |
| Employer contribution / active EE | $1,566 | $4,652-66.3% | $4,175-62.5% | $4,194-62.7% |
| Participant deferral / active EE | $5,968 | $6,159-3.1% | $5,451+9.5% | $6,396-6.7% |
| Admin fee / account holder | $2,620 | $16,880-84.5% | $14,497-81.9% | $12,562-79.1% |