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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 | $226,671 | $199,109+13.8% | $173,730+30.5% | $154,746+46.5% |
| Participation rate | 45.5% | 82.8%-37.4pp | 79.6%-34.1pp | 80.7%-35.2pp |
| Annual return | 14.91% | 20.02%-5.1pp | 19.96%-5.0pp | 172.34%-157.4pp |
| Employer contribution / active EE | $2,193 | $5,311-58.7% | $4,577-52.1% | $4,379-49.9% |
| Participant deferral / active EE | $6,801 | $7,113-4.4% | $6,326+7.5% | $6,730+1.0% |
| Admin fee / account holder | $2,161 | $20,916-89.7% | $17,523-87.7% | $14,365-85.0% |