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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 | $234,960 | $154,228+52.3% | $145,433+61.6% | $137,256+71.2% |
| Participation rate | 65.0% | 83.8%-18.8pp | 82.1%-17.1pp | 80.0%-15.0pp |
| Annual return | 14.90% | 74.59%-59.7pp | 66.58%-51.7pp | 220.34%-205.4pp |
| Employer contribution / active EE | $2,818 | $4,804-41.3% | $4,554-38.1% | $4,156-32.2% |
| Participant deferral / active EE | $3,753 | $8,216-54.3% | $7,897-52.5% | $6,407-41.4% |
| Admin fee / account holder | $7,714 | $14,344-46.2% | $13,129-41.2% | $12,270-37.1% |