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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 | $213,242 | $227,291-6.2% | $214,702-0.7% | $155,188+37.4% |
| Participation rate | 62.5% | 88.0%-25.5pp | 87.5%-25.0pp | 80.8%-18.3pp |
| Annual return | 15.66% | 60.08%-44.4pp | 54.55%-38.9pp | 148.84%-133.2pp |
| Employer contribution / active EE | $3,091 | $6,772-54.4% | $6,461-52.2% | $4,248-27.2% |
| Participant deferral / active EE | $8,563 | $9,582-10.6% | $9,147-6.4% | $6,531+31.1% |
| Admin fee / account holder | $1,091 | $20,413-94.7% | $19,830-94.5% | $14,480-92.5% |