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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 | $237,918 | $185,312+28.4% | $161,489+47.3% | $154,746+53.7% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 17.99% | 103.84%-85.9pp | 89.72%-71.7pp | 172.34%-154.4pp |
| Employer contribution / active EE | $1,820 | $4,769-61.8% | $4,268-57.4% | $4,379-58.4% |
| Participant deferral / active EE | $11,300 | $6,350+78.0% | $5,630+100.7% | $6,730+67.9% |
| Admin fee / account holder | $4,166 | $18,654-77.7% | $16,006-74.0% | $14,365-71.0% |