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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 | $224,266 | $174,379+28.6% | $152,093+47.5% | $138,895+61.5% |
| Participation rate | 44.4% | 81.6%-37.2pp | 77.8%-33.3pp | 79.9%-35.5pp |
| Annual return | 12.56% | 74.86%-62.3pp | 66.36%-53.8pp | 145.39%-132.8pp |
| Employer contribution / active EE | $2,369 | $4,652-49.1% | $4,175-43.3% | $4,194-43.5% |
| Participant deferral / active EE | $7,708 | $6,159+25.2% | $5,451+41.4% | $6,396+20.5% |
| Admin fee / account holder | $919 | $16,880-94.6% | $14,497-93.7% | $12,562-92.7% |