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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 | $220,516 | $162,136+36.0% | $152,301+44.8% | $154,746+42.5% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 15.30% | 91.02%-75.7pp | 80.50%-65.2pp | 172.34%-157.0pp |
| Employer contribution / active EE | $3,253 | $4,890-33.5% | $4,624-29.7% | $4,379-25.7% |
| Participant deferral / active EE | $11,603 | $8,341+39.1% | $8,004+45.0% | $6,730+72.4% |
| Admin fee / account holder | $1,955 | $15,759-87.6% | $14,398-86.4% | $14,365-86.4% |