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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 | $202,389 | $154,228+31.2% | $145,433+39.2% | $137,256+47.5% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 15.62% | 74.59%-59.0pp | 66.58%-51.0pp | 220.34%-204.7pp |
| Employer contribution / active EE | $4,548 | $4,804-5.3% | $4,554-0.1% | $4,156+9.4% |
| Participant deferral / active EE | $12,214 | $8,216+48.7% | $7,897+54.7% | $6,407+90.6% |
| Admin fee / account holder | $36,122 | $14,344+151.8% | $13,129+175.1% | $12,270+194.4% |