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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 | $230,028 | $154,228+49.1% | $145,433+58.2% | $137,256+67.6% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 18.24% | 74.59%-56.4pp | 66.58%-48.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $6,254 | $4,804+30.2% | $4,554+37.3% | $4,156+50.5% |
| Participant deferral / active EE | $11,627 | $8,216+41.5% | $7,897+47.2% | $6,407+81.5% |
| Admin fee / account holder | $864 | $14,344-94.0% | $13,129-93.4% | $12,270-93.0% |