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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 | $222,358 | $185,312+20.0% | $161,489+37.7% | $154,746+43.7% |
| Participation rate | 54.5% | 82.5%-27.9pp | 78.7%-24.2pp | 80.7%-26.2pp |
| Annual return | 15.02% | 103.84%-88.8pp | 89.72%-74.7pp | 172.34%-157.3pp |
| Employer contribution / active EE | $3,046 | $4,769-36.1% | $4,268-28.6% | $4,379-30.4% |
| Participant deferral / active EE | $7,145 | $6,350+12.5% | $5,630+26.9% | $6,730+6.2% |
| Admin fee / account holder | $1,684 | $18,654-91.0% | $16,006-89.5% | $14,365-88.3% |