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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 | $209,154 | $96,731+116.2% | $123,973+68.7% | $86,983+140.5% |
| Participation rate | 68.6% | 70.0%-1.4pp | 76.7%-8.1pp | 69.5%-1.0pp |
| Annual return | 25.87% | 17.33%+8.5pp | 388.13%-362.3pp | 25.83%0pp |
| Employer contribution / active EE | $2,257 | $3,297-31.5% | $4,126-45.3% | $2,584-12.7% |
| Participant deferral / active EE | $5,439 | $4,152+31.0% | $5,247+3.7% | $4,194+29.7% |
| Admin fee / account holder | $3,354 | $8,722-61.5% | $11,799-71.6% | $7,856-57.3% |