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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 | $205,242 | $184,014+11.5% | $161,149+27.4% | $138,895+47.8% |
| Participation rate | 65.0% | 82.1%-17.1pp | 78.8%-13.8pp | 79.9%-14.9pp |
| Annual return | 12.61% | 21.52%-8.9pp | 21.16%-8.6pp | 145.39%-132.8pp |
| Employer contribution / active EE | $2,049 | $5,055-59.5% | $4,360-53.0% | $4,194-51.1% |
| Participant deferral / active EE | $7,365 | $6,909+6.6% | $6,153+19.7% | $6,396+15.1% |
| Admin fee / account holder | $1,440 | $18,027-92.0% | $15,194-90.5% | $12,562-88.5% |