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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 | $211,792 | $185,141+14.4% | $153,416+38.1% | $155,188+36.5% |
| Participation rate | 57.1% | 79.9%-22.8pp | 74.3%-17.2pp | 80.8%-23.7pp |
| Annual return | 20.31% | 18.72%+1.6pp | 17.84%+2.5pp | 148.84%-128.5pp |
| Employer contribution / active EE | $1,250 | $4,489-72.1% | $3,764-66.8% | $4,248-70.6% |
| Participant deferral / active EE | $3,009 | $5,477-45.1% | $4,723-36.3% | $6,531-53.9% |
| Admin fee / account holder | $1,222 | $16,005-92.4% | $13,095-90.7% | $14,480-91.6% |