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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 | $195,883 | $185,312+5.7% | $161,489+21.3% | $154,746+26.6% |
| Participation rate | 58.3% | 82.5%-24.1pp | 78.7%-20.4pp | 80.7%-22.4pp |
| Annual return | 11.15% | 103.84%-92.7pp | 89.72%-78.6pp | 172.34%-161.2pp |
| Employer contribution / active EE | $1,942 | $4,769-59.3% | $4,268-54.5% | $4,379-55.6% |
| Participant deferral / active EE | $6,223 | $6,350-2.0% | $5,630+10.5% | $6,730-7.5% |
| Admin fee / account holder | $2,123 | $18,654-88.6% | $16,006-86.7% | $14,365-85.2% |