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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 | $233,876 | $177,156+32.0% | $147,027+59.1% | $154,746+51.1% |
| Participation rate | 41.2% | 79.4%-38.2pp | 73.7%-32.6pp | 80.7%-39.5pp |
| Annual return | 8.53% | 21.94%-13.4pp | 20.23%-11.7pp | 172.34%-163.8pp |
| Employer contribution / active EE | $2,049 | $4,336-52.8% | $3,626-43.5% | $4,379-53.2% |
| Participant deferral / active EE | $3,158 | $5,797-45.5% | $4,933-36.0% | $6,730-53.1% |
| Admin fee / account holder | $12,715 | $14,904-14.7% | $12,223+4.0% | $14,365-11.5% |