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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 | $204,325 | $154,228+32.5% | $145,433+40.5% | $137,256+48.9% |
| Participation rate | 54.5% | 83.8%-29.2pp | 82.1%-27.6pp | 80.0%-25.4pp |
| Annual return | 22.80% | 74.59%-51.8pp | 66.58%-43.8pp | 220.34%-197.5pp |
| Employer contribution / active EE | $2,726 | $4,804-43.3% | $4,554-40.2% | $4,156-34.4% |
| Participant deferral / active EE | $9,660 | $8,216+17.6% | $7,897+22.3% | $6,407+50.8% |
| Admin fee / account holder | $1,079 | $14,344-92.5% | $13,129-91.8% | $12,270-91.2% |