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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 | $209,959 | $97,125+116.2% | $86,233+143.5% | $137,256+53.0% |
| Participation rate | 44.4% | 74.2%-29.8pp | 69.0%-24.6pp | 80.0%-35.5pp |
| Annual return | 14.49% | 74.19%-59.7pp | 61.39%-46.9pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,462 | $2,841-13.4% | $2,504-1.7% | $4,156-40.8% |
| Participant deferral / active EE | $11,996 | $5,180+131.6% | $4,559+163.1% | $6,407+87.2% |
| Admin fee / account holder | $11,299 | $9,725+16.2% | $8,342+35.4% | $12,270-7.9% |