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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 | $241,534 | $178,174+35.6% | $156,181+54.7% | $137,256+76.0% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 14.88% | 84.19%-69.3pp | 64.87%-50.0pp | 220.34%-205.5pp |
| Employer contribution / active EE | $1,902 | $4,972-61.8% | $4,294-55.7% | $4,156-54.2% |
| Participant deferral / active EE | $7,131 | $6,888+3.5% | $6,132+16.3% | $6,407+11.3% |
| Admin fee / account holder | $24,957 | $17,404+43.4% | $14,586+71.1% | $12,270+103.4% |