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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 | $223,374 | $199,109+12.2% | $173,730+28.6% | $154,746+44.3% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.6%-12.9pp | 80.7%-14.0pp |
| Annual return | 8.99% | 20.02%-11.0pp | 19.96%-11.0pp | 172.34%-163.3pp |
| Employer contribution / active EE | $2,202 | $5,311-58.5% | $4,577-51.9% | $4,379-49.7% |
| Participant deferral / active EE | $8,995 | $7,113+26.5% | $6,326+42.2% | $6,730+33.6% |
| Admin fee / account holder | $1,708 | $20,916-91.8% | $17,523-90.3% | $14,365-88.1% |