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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 | $239,355 | $185,312+29.2% | $161,489+48.2% | $154,746+54.7% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 15.60% | 103.84%-88.2pp | 89.72%-74.1pp | 172.34%-156.7pp |
| Employer contribution / active EE | $3,832 | $4,769-19.6% | $4,268-10.2% | $4,379-12.5% |
| Participant deferral / active EE | $7,823 | $6,350+23.2% | $5,630+39.0% | $6,730+16.2% |
| Admin fee / account holder | $1,595 | $18,654-91.5% | $16,006-90.0% | $14,365-88.9% |