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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 | $191,245 | $108,825+75.7% | $156,181+22.5% | $82,448+132.0% |
| Participation rate | 67.6% | 72.4%-4.7pp | 78.8%-11.2pp | 68.1%-0.4pp |
| Annual return | 55.09% | 20.59%+34.5pp | 64.87%-9.8pp | 41.64%+13.4pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,816 | $4,577+27.1% | $6,132-5.2% | $4,139+40.5% |
| Admin fee / account holder | $22,947 | $9,341+145.7% | $14,586+57.3% | $7,234+217.2% |