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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 | $210,244 | $209,336+0.4% | $197,124+6.7% | $137,256+53.2% |
| Participation rate | 60.0% | 87.3%-27.3pp | 86.7%-26.7pp | 80.0%-20.0pp |
| Annual return | 17.12% | 48.09%-31.0pp | 44.34%-27.2pp | 220.34%-203.2pp |
| Employer contribution / active EE | $2,930 | $6,591-55.5% | $6,227-52.9% | $4,156-29.5% |
| Participant deferral / active EE | $14,411 | $9,614+49.9% | $9,135+57.8% | $6,407+124.9% |
| Admin fee / account holder | $5,262 | $17,308-69.6% | $16,298-67.7% | $12,270-57.1% |