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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 | $205,658 | $154,228+33.3% | $145,433+41.4% | $137,256+49.8% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 16.34% | 74.59%-58.3pp | 66.58%-50.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $3,841 | $4,804-20.0% | $4,554-15.7% | $4,156-7.6% |
| Participant deferral / active EE | $15,563 | $8,216+89.4% | $7,897+97.1% | $6,407+142.9% |
| Admin fee / account holder | $8,423 | $14,344-41.3% | $13,129-35.8% | $12,270-31.4% |