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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 | $230,978 | $181,898+27.0% | $156,551+47.5% | $273,968-15.7% |
| Participation rate | 62.5% | 88.4%-25.9pp | 84.0%-21.5pp | 83.0%-20.5pp |
| Annual return | 5.47% | 30.74%-25.3pp | 32.23%-26.8pp | 41.45%-36.0pp |
| Employer contribution / active EE | $12,022 | $6,248+92.4% | $5,501+118.5% | $4,869+146.9% |
| Participant deferral / active EE | $7,760 | $5,550+39.8% | $4,871+59.3% | $5,287+46.8% |
| Admin fee / account holder | $2,967 | $15,560-80.9% | $13,028-77.2% | $10,132-70.7% |