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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 | $209,214 | $162,136+29.0% | $152,301+37.4% | $154,746+35.2% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 13.40% | 91.02%-77.6pp | 80.50%-67.1pp | 172.34%-158.9pp |
| Employer contribution / active EE | $4,124 | $4,890-15.7% | $4,624-10.8% | $4,379-5.8% |
| Participant deferral / active EE | $12,083 | $8,341+44.9% | $8,004+51.0% | $6,730+79.5% |
| Admin fee / account holder | $798 | $15,759-94.9% | $14,398-94.5% | $14,365-94.4% |