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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 | $228,957 | $184,014+24.4% | $161,149+42.1% | $138,895+64.8% |
| Participation rate | 55.6% | 82.1%-26.5pp | 78.8%-23.3pp | 79.9%-24.4pp |
| Annual return | 17.69% | 21.52%-3.8pp | 21.16%-3.5pp | 145.39%-127.7pp |
| Employer contribution / active EE | $1,589 | $5,055-68.6% | $4,360-63.5% | $4,194-62.1% |
| Participant deferral / active EE | $5,538 | $6,909-19.8% | $6,153-10.0% | $6,396-13.4% |
| Admin fee / account holder | $1,942 | $18,027-89.2% | $15,194-87.2% | $12,562-84.5% |