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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 | $215,570 | $154,228+39.8% | $145,433+48.2% | $137,256+57.1% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 16.63% | 74.59%-58.0pp | 66.58%-49.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $4,344 | $4,804-9.6% | $4,554-4.6% | $4,156+4.5% |
| Participant deferral / active EE | $9,414 | $8,216+14.6% | $7,897+19.2% | $6,407+46.9% |
| Admin fee / account holder | $6,809 | $14,344-52.5% | $13,129-48.1% | $12,270-44.5% |