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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 | $179,179 | $155,555+15.2% | $146,866+22.0% | $155,188+15.5% |
| Participation rate | 46.2% | 84.0%-37.8pp | 82.5%-36.4pp | 80.8%-34.6pp |
| Annual return | 15.21% | 115.41%-100.2pp | 102.85%-87.6pp | 148.84%-133.6pp |
| Employer contribution / active EE | $2,556 | $4,647-45.0% | $4,425-42.2% | $4,248-39.8% |
| Participant deferral / active EE | $5,820 | $8,044-27.6% | $7,759-25.0% | $6,531-10.9% |
| Admin fee / account holder | $1,316 | $14,755-91.1% | $13,620-90.3% | $14,480-90.9% |