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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 | $218,661 | $106,749+104.8% | $145,433+50.4% | $82,448+165.2% |
| Participation rate | 63.6% | 75.6%-12.0pp | 82.1%-18.5pp | 68.1%-4.4pp |
| Annual return | 17.13% | 27.59%-10.5pp | 66.58%-49.4pp | 41.64%-24.5pp |
| Employer contribution / active EE | $6,029 | $3,444+75.0% | $4,554+32.4% | $2,551+136.3% |
| Participant deferral / active EE | $10,062 | $6,519+54.4% | $7,897+27.4% | $4,139+143.1% |
| Admin fee / account holder | $18,765 | $8,390+123.7% | $13,129+42.9% | $7,234+159.4% |