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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 | $215,916 | $172,111+25.5% | $150,298+43.7% | $137,256+57.3% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 15.70% | 69.37%-53.7pp | 62.79%-47.1pp | 220.34%-204.6pp |
| Employer contribution / active EE | $4,844 | $4,636+4.5% | $4,154+16.6% | $4,156+16.6% |
| Participant deferral / active EE | $11,648 | $6,166+88.9% | $5,453+113.6% | $6,407+81.8% |
| Admin fee / account holder | $1,964 | $16,471-88.1% | $14,116-86.1% | $12,270-84.0% |