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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 | $213,440 | $100,970+111.4% | $96,576+121.0% | $137,256+55.5% |
| Participation rate | 68.8% | 82.6%-13.9pp | 81.4%-12.7pp | 80.0%-11.2pp |
| Annual return | 23.37% | 38.16%-14.8pp | 38.47%-15.1pp | 220.34%-197.0pp |
| Employer contribution / active EE | $4,149 | $3,809+8.9% | $3,553+16.8% | $4,156-0.2% |
| Participant deferral / active EE | $7,804 | $8,286-5.8% | $7,956-1.9% | $6,407+21.8% |
| Admin fee / account holder | $1,805 | $11,312-84.0% | $11,381-84.1% | $12,270-85.3% |