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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 | $239,061 | $156,398+52.9% | $147,318+62.3% | $138,895+72.1% |
| Participation rate | 63.2% | 83.8%-20.6pp | 82.1%-18.9pp | 79.9%-16.8pp |
| Annual return | 12.71% | 78.75%-66.0pp | 70.43%-57.7pp | 145.39%-132.7pp |
| Employer contribution / active EE | $2,098 | $4,853-56.8% | $4,593-54.3% | $4,194-50.0% |
| Participant deferral / active EE | $8,802 | $8,237+6.9% | $7,906+11.3% | $6,396+37.6% |
| Admin fee / account holder | $10,228 | $14,976-31.7% | $13,708-25.4% | $12,562-18.6% |