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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 | $224,803 | $209,336+7.4% | $197,124+14.0% | $137,256+63.8% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 17.05% | 48.09%-31.0pp | 44.34%-27.3pp | 220.34%-203.3pp |
| Employer contribution / active EE | $5,388 | $6,591-18.3% | $6,227-13.5% | $4,156+29.6% |
| Participant deferral / active EE | $18,350 | $9,614+90.9% | $9,135+100.9% | $6,407+186.4% |
| Admin fee / account holder | $7,010 | $17,308-59.5% | $16,298-57.0% | $12,270-42.9% |