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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 | $249,101 | $162,136+53.6% | $152,301+63.6% | $154,746+61.0% |
| Participation rate | 69.6% | 84.1%-14.5pp | 82.4%-12.9pp | 80.7%-11.1pp |
| Annual return | 17.89% | 91.02%-73.1pp | 80.50%-62.6pp | 172.34%-154.4pp |
| Employer contribution / active EE | $3,662 | $4,890-25.1% | $4,624-20.8% | $4,379-16.4% |
| Participant deferral / active EE | $8,792 | $8,341+5.4% | $8,004+9.8% | $6,730+30.6% |
| Admin fee / account holder | $11,568 | $15,759-26.6% | $14,398-19.7% | $14,365-19.5% |