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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 | $222,391 | $172,111+29.2% | $150,298+48.0% | $137,256+62.0% |
| Participation rate | 61.5% | 81.7%-20.2pp | 77.8%-16.2pp | 80.0%-18.4pp |
| Annual return | 16.72% | 69.37%-52.7pp | 62.79%-46.1pp | 220.34%-203.6pp |
| Employer contribution / active EE | $2,230 | $4,636-51.9% | $4,154-46.3% | $4,156-46.3% |
| Participant deferral / active EE | $9,395 | $6,166+52.4% | $5,453+72.3% | $6,407+46.6% |
| Admin fee / account holder | $5,248 | $16,471-68.1% | $14,116-62.8% | $12,270-57.2% |