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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 | $223,823-4.7% | $211,142+1.0% | $154,746+37.8% |
| Participation rate | 62.5% | 87.9%-25.4pp | 87.3%-24.8pp | 80.7%-18.2pp |
| Annual return | 15.66% | 50.39%-34.7pp | 46.84%-31.2pp | 172.34%-156.7pp |
| Employer contribution / active EE | $3,091 | $6,787-54.5% | $6,442-52.0% | $4,379-29.4% |
| Participant deferral / active EE | $8,563 | $9,750-12.2% | $9,284-7.8% | $6,730+27.2% |
| Admin fee / account holder | $1,091 | $19,707-94.5% | $19,076-94.3% | $14,365-92.4% |