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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 | $155,555+59.8% | $146,866+69.3% | $155,188+60.2% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 19.12% | 115.41%-96.3pp | 102.85%-83.7pp | 148.84%-129.7pp |
| Employer contribution / active EE | $4,996 | $4,647+7.5% | $4,425+12.9% | $4,248+17.6% |
| Participant deferral / active EE | $11,542 | $8,044+43.5% | $7,759+48.8% | $6,531+76.7% |
| Admin fee / account holder | $1,382 | $14,755-90.6% | $13,620-89.9% | $14,480-90.5% |