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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 | $248,504 | $185,312+34.1% | $161,489+53.9% | $154,746+60.6% |
| Participation rate | 52.9% | 82.5%-29.5pp | 78.7%-25.8pp | 80.7%-27.8pp |
| Annual return | 16.20% | 103.84%-87.6pp | 89.72%-73.5pp | 172.34%-156.1pp |
| Employer contribution / active EE | $2,493 | $4,769-47.7% | $4,268-41.6% | $4,379-43.1% |
| Participant deferral / active EE | $6,498 | $6,350+2.3% | $5,630+15.4% | $6,730-3.5% |
| Admin fee / account holder | $10,526 | $18,654-43.6% | $16,006-34.2% | $14,365-26.7% |