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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 | $242,368 | $91,559+164.7% | $133,971+80.9% | $79,852+203.5% |
| Participation rate | 65.8% | 73.3%-7.6pp | 79.8%-14.1pp | 69.6%-3.8pp |
| Annual return | 18.13% | 61.85%-43.7pp | 45.09%-27.0pp | 31.72%-13.6pp |
| Employer contribution / active EE | $4,338 | $2,384+82.0% | $3,919+10.7% | $2,471+75.5% |
| Participant deferral / active EE | $7,651 | $3,734+104.9% | $5,047+51.6% | $3,740+104.5% |
| Admin fee / account holder | $1,604 | $6,321-74.6% | $8,929-82.0% | $5,306-69.8% |