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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 | $217,693 | $181,896+19.7% | $156,551+39.1% | $273,972-20.5% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 5.72% | 30.74%-25.0pp | 32.23%-26.5pp | 41.46%-35.7pp |
| Employer contribution / active EE | $26,204 | $6,248+319.4% | $5,501+376.3% | $4,869+438.2% |
| Participant deferral / active EE | $17,990 | $5,550+224.1% | $4,871+269.3% | $5,287+240.3% |
| Admin fee / account holder | $11,925 | $15,560-23.4% | $13,028-8.5% | $10,133+17.7% |