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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 | $238,749 | $161,352+48.0% | $134,172+77.9% | $137,256+73.9% |
| Participation rate | 63.6% | 78.3%-14.6pp | 72.5%-8.8pp | 80.0%-16.3pp |
| Annual return | 16.07% | 28.72%-12.6pp | 25.30%-9.2pp | 220.34%-204.3pp |
| Employer contribution / active EE | $5,485 | $4,099+33.8% | $3,420+60.4% | $4,156+32.0% |
| Participant deferral / active EE | $5,485 | $5,552-1.2% | $4,690+16.9% | $6,407-14.4% |
| Admin fee / account holder | $4,394 | $15,028-70.8% | $12,016-63.4% | $12,270-64.2% |