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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 | $207,486 | $172,111+20.6% | $150,298+38.1% | $137,256+51.2% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 18.76% | 69.37%-50.6pp | 62.79%-44.0pp | 220.34%-201.6pp |
| Employer contribution / active EE | $4,563 | $4,636-1.6% | $4,154+9.9% | $4,156+9.8% |
| Participant deferral / active EE | $13,770 | $6,166+123.3% | $5,453+152.5% | $6,407+114.9% |
| Admin fee / account holder | $483 | $16,471-97.1% | $14,116-96.6% | $12,270-96.1% |