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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 | $232,488 | $199,109+16.8% | $173,730+33.8% | $154,746+50.2% |
| Participation rate | 57.1% | 82.8%-25.7pp | 79.6%-22.4pp | 80.7%-23.6pp |
| Annual return | 19.44% | 20.02%-0.6pp | 19.96%-0.5pp | 172.34%-152.9pp |
| Employer contribution / active EE | $1,522 | $5,311-71.4% | $4,577-66.8% | $4,379-65.3% |
| Participant deferral / active EE | $6,884 | $7,113-3.2% | $6,326+8.8% | $6,730+2.3% |
| Admin fee / account holder | $692 | $20,916-96.7% | $17,523-96.1% | $14,365-95.2% |