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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 | $222,490 | $93,589+137.7% | $135,942+63.7% | $75,181+195.9% |
| Participation rate | 69.0% | 75.2%-6.2pp | 81.9%-12.9pp | 67.2%+1.8pp |
| Annual return | 15.55% | 30.90%-15.4pp | 68.28%-52.7pp | 160.69%-145.1pp |
| Employer contribution / active EE | $4,164 | $3,537+17.7% | $4,858-14.3% | $2,671+55.9% |
| Participant deferral / active EE | $7,061 | $6,405+10.2% | $7,759-9.0% | $4,126+71.1% |
| Admin fee / account holder | $1,677 | $6,977-76.0% | $10,764-84.4% | $5,650-70.3% |