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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 | $254,759-13.5% | $216,567+1.8% | $198,609+11.0% |
| Participation rate | 40.0% | 84.5%-44.5pp | 81.6%-41.6pp | 82.4%-42.4pp |
| Annual return | 16.75% | 10.04%+6.7pp | 12.94%+3.8pp | 202.70%-185.9pp |
| Employer contribution / active EE | $3,002 | $6,096-50.8% | $5,216-42.5% | $5,055-40.6% |
| Participant deferral / active EE | $9,236 | $6,948+32.9% | $6,191+49.2% | $6,977+32.4% |
| Admin fee / account holder | $1,455 | $26,311-94.5% | $21,981-93.4% | $19,030-92.4% |