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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 | $229,732 | $148,623+54.6% | $135,974+69.0% | $139,466+64.7% |
| Participation rate | 54.5% | 83.9%-29.3pp | 81.9%-27.4pp | 80.3%-25.8pp |
| Annual return | 24.73% | 79.30%-54.6pp | 68.30%-43.6pp | 373.66%-348.9pp |
| Employer contribution / active EE | $3,496 | $5,246-33.4% | $4,859-28.1% | $4,754-26.5% |
| Participant deferral / active EE | $10,946 | $8,103+35.1% | $7,760+41.1% | $6,712+63.1% |
| Admin fee / account holder | $2,369 | $12,406-80.9% | $10,767-78.0% | $11,409-79.2% |