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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 | $240,035 | $209,336+14.7% | $197,124+21.8% | $137,256+74.9% |
| Participation rate | 42.1% | 87.3%-45.2pp | 86.7%-44.6pp | 80.0%-37.9pp |
| Annual return | 15.34% | 48.09%-32.7pp | 44.34%-29.0pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,568 | $6,591-76.2% | $6,227-74.8% | $4,156-62.3% |
| Participant deferral / active EE | $3,604 | $9,614-62.5% | $9,135-60.5% | $6,407-43.7% |
| Admin fee / account holder | $18,401 | $17,308+6.3% | $16,298+12.9% | $12,270+50.0% |