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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 | $212,570 | $211,239+0.6% | $178,528+19.1% | $145,877+45.7% |
| Participation rate | 65.0% | 80.8%-15.8pp | 77.1%-12.1pp | 80.3%-15.3pp |
| Annual return | 13.93% | 30.22%-16.3pp | 27.11%-13.2pp | 551.28%-537.4pp |
| Employer contribution / active EE | $649 | $4,570-85.8% | $3,950-83.6% | $4,663-86.1% |
| Participant deferral / active EE | $1,331 | $6,963-80.9% | $6,278-78.8% | $6,691-80.1% |
| Admin fee / account holder | $6,100 | $12,095-49.6% | $10,419-41.5% | $13,402-54.5% |