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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 | $212,512 | $155,555+36.6% | $146,866+44.7% | $155,188+36.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 25.51% | 115.41%-89.9pp | 102.85%-77.3pp | 148.84%-123.3pp |
| Employer contribution / active EE | $3,022 | $4,647-35.0% | $4,425-31.7% | $4,248-28.9% |
| Participant deferral / active EE | $7,732 | $8,044-3.9% | $7,759-0.3% | $6,531+18.4% |
| Admin fee / account holder | $7,131 | $14,755-51.7% | $13,620-47.6% | $14,480-50.7% |