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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 | $213,274 | $124,425+71.4% | $112,040+90.4% | $137,256+55.4% |
| Participation rate | 61.5% | 79.3%-17.8pp | 76.5%-15.0pp | 80.0%-18.4pp |
| Annual return | 13.71% | 24.72%-11.0pp | 24.52%-10.8pp | 220.34%-206.6pp |
| Employer contribution / active EE | $5,097 | $3,411+49.4% | $2,954+72.6% | $4,156+22.7% |
| Participant deferral / active EE | $12,326 | $5,718+115.6% | $5,098+141.8% | $6,407+92.4% |
| Admin fee / account holder | $1,341 | $15,207-91.2% | $12,098-88.9% | $12,270-89.1% |