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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 | $177,156+34.8% | $147,027+62.4% | $154,746+54.3% |
| Participation rate | 63.6% | 79.4%-15.7pp | 73.7%-10.1pp | 80.7%-17.1pp |
| Annual return | 16.07% | 21.94%-5.9pp | 20.23%-4.2pp | 172.34%-156.3pp |
| Employer contribution / active EE | $5,485 | $4,336+26.5% | $3,626+51.3% | $4,379+25.3% |
| Participant deferral / active EE | $5,485 | $5,797-5.4% | $4,933+11.2% | $6,730-18.5% |
| Admin fee / account holder | $4,394 | $14,904-70.5% | $12,223-64.0% | $14,365-69.4% |