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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 | $243,941 | $174,379+39.9% | $152,093+60.4% | $138,895+75.6% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 16.74% | 74.86%-58.1pp | 66.36%-49.6pp | 145.39%-128.7pp |
| Employer contribution / active EE | $1,456 | $4,652-68.7% | $4,175-65.1% | $4,194-65.3% |
| Participant deferral / active EE | $6,683 | $6,159+8.5% | $5,451+22.6% | $6,396+4.5% |
| Admin fee / account holder | $1,673 | $16,880-90.1% | $14,497-88.5% | $12,562-86.7% |