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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 | $226,981 | $154,228+47.2% | $145,433+56.1% | $137,256+65.4% |
| Participation rate | 54.2% | 83.8%-29.6pp | 82.1%-28.0pp | 80.0%-25.8pp |
| Annual return | 18.84% | 74.59%-55.7pp | 66.58%-47.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $2,256 | $4,804-53.0% | $4,554-50.5% | $4,156-45.7% |
| Participant deferral / active EE | $4,756 | $8,216-42.1% | $7,897-39.8% | $6,407-25.8% |
| Admin fee / account holder | $1,217 | $14,344-91.5% | $13,129-90.7% | $12,270-90.1% |