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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 | $235,812 | $181,062+30.2% | $158,223+49.0% | $155,188+52.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 19.19% | 57.39%-38.2pp | 52.09%-32.9pp | 148.84%-129.6pp |
| Employer contribution / active EE | $3,543 | $4,565-22.4% | $4,109-13.8% | $4,248-16.6% |
| Participant deferral / active EE | $11,943 | $6,134+94.7% | $5,467+118.5% | $6,531+82.9% |
| Admin fee / account holder | $886 | $18,825-95.3% | $16,047-94.5% | $14,480-93.9% |