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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 | $248,647 | $162,136+53.4% | $152,301+63.3% | $154,746+60.7% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 19.12% | 91.02%-71.9pp | 80.50%-61.4pp | 172.34%-153.2pp |
| Employer contribution / active EE | $4,996 | $4,890+2.2% | $4,624+8.0% | $4,379+14.1% |
| Participant deferral / active EE | $11,542 | $8,341+38.4% | $8,004+44.2% | $6,730+71.5% |
| Admin fee / account holder | $1,382 | $15,759-91.2% | $14,398-90.4% | $14,365-90.4% |