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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 | $228,337 | $154,228+48.1% | $145,433+57.0% | $137,256+66.4% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 13.45% | 74.59%-61.1pp | 66.58%-53.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $5,350 | $4,804+11.4% | $4,554+17.5% | $4,156+28.7% |
| Participant deferral / active EE | $3,639 | $8,216-55.7% | $7,897-53.9% | $6,407-43.2% |
| Admin fee / account holder | $2,259 | $14,344-84.3% | $13,129-82.8% | $12,270-81.6% |