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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 | $214,225 | $124,213+72.5% | $118,106+81.4% | $154,746+38.4% |
| Participation rate | 55.6% | 83.6%-28.0pp | 81.9%-26.3pp | 80.7%-25.1pp |
| Annual return | 15.77% | 18.29%-2.5pp | 19.44%-3.7pp | 172.34%-156.6pp |
| Employer contribution / active EE | $4,541 | $4,905-7.4% | $4,698-3.3% | $4,379+3.7% |
| Participant deferral / active EE | $5,371 | $6,859-21.7% | $6,619-18.8% | $6,730-20.2% |
| Admin fee / account holder | $3,347 | $9,627-65.2% | $8,973-62.7% | $14,365-76.7% |