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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 | $225,503 | $184,014+22.5% | $161,149+39.9% | $138,895+62.4% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.8%-28.8pp | 79.9%-29.9pp |
| Annual return | 17.82% | 21.52%-3.7pp | 21.16%-3.3pp | 145.39%-127.6pp |
| Employer contribution / active EE | $1,706 | $5,055-66.2% | $4,360-60.9% | $4,194-59.3% |
| Participant deferral / active EE | $7,110 | $6,909+2.9% | $6,153+15.5% | $6,396+11.2% |
| Admin fee / account holder | $894 | $18,027-95.0% | $15,194-94.1% | $12,562-92.9% |