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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 | $241,534 | $199,109+21.3% | $173,730+39.0% | $154,746+56.1% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.6%-29.6pp | 80.7%-30.7pp |
| Annual return | 14.88% | 20.02%-5.1pp | 19.96%-5.1pp | 172.34%-157.5pp |
| Employer contribution / active EE | $1,902 | $5,311-64.2% | $4,577-58.5% | $4,379-56.6% |
| Participant deferral / active EE | $7,131 | $7,113+0.3% | $6,326+12.7% | $6,730+5.9% |
| Admin fee / account holder | $24,957 | $20,916+19.3% | $17,523+42.4% | $14,365+73.7% |