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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 | $239,644 | $213,785+12.1% | $185,441+29.2% | $155,188+54.4% |
| Participation rate | 66.7% | 83.2%-16.6pp | 80.3%-13.6pp | 80.8%-14.1pp |
| Annual return | 14.54% | 19.97%-5.4pp | 20.16%-5.6pp | 148.84%-134.3pp |
| Employer contribution / active EE | $3,746 | $5,393-30.5% | $4,672-19.8% | $4,248-11.8% |
| Participant deferral / active EE | $12,256 | $6,864+78.6% | $6,152+99.2% | $6,531+87.7% |
| Admin fee / account holder | $3,316 | $21,134-84.3% | $17,890-81.5% | $14,480-77.1% |