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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 | $222,253 | $154,228+44.1% | $145,433+52.8% | $137,256+61.9% |
| Participation rate | 69.2% | 83.8%-14.6pp | 82.1%-12.9pp | 80.0%-10.7pp |
| Annual return | 13.27% | 74.59%-61.3pp | 66.58%-53.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $3,523 | $4,804-26.7% | $4,554-22.6% | $4,156-15.2% |
| Participant deferral / active EE | $2,674 | $8,216-67.5% | $7,897-66.1% | $6,407-58.3% |
| Admin fee / account holder | $801 | $14,344-94.4% | $13,129-93.9% | $12,270-93.5% |