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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 | $162,136+26.0% | $152,301+34.2% | $154,746+32.0% |
| Participation rate | 54.5% | 84.1%-29.6pp | 82.4%-27.9pp | 80.7%-26.2pp |
| Annual return | 22.80% | 91.02%-68.2pp | 80.50%-57.7pp | 172.34%-149.5pp |
| Employer contribution / active EE | $2,726 | $4,890-44.3% | $4,624-41.1% | $4,379-37.8% |
| Participant deferral / active EE | $9,660 | $8,341+15.8% | $8,004+20.7% | $6,730+43.5% |
| Admin fee / account holder | $1,079 | $15,759-93.2% | $14,398-92.5% | $14,365-92.5% |