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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 | $220,374 | $199,109+10.7% | $173,730+26.8% | $154,746+42.4% |
| Participation rate | 40.0% | 82.8%-42.8pp | 79.6%-39.6pp | 80.7%-40.7pp |
| Annual return | 16.75% | 20.02%-3.3pp | 19.96%-3.2pp | 172.34%-155.6pp |
| Employer contribution / active EE | $3,002 | $5,311-43.5% | $4,577-34.4% | $4,379-31.5% |
| Participant deferral / active EE | $9,236 | $7,113+29.9% | $6,326+46.0% | $6,730+37.2% |
| Admin fee / account holder | $1,455 | $20,916-93.0% | $17,523-91.7% | $14,365-89.9% |