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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 | $162,967+30.0% | $135,792+56.0% | $138,895+52.5% |
| Participation rate | 57.1% | 78.3%-21.2pp | 72.6%-15.4pp | 79.9%-22.8pp |
| Annual return | 20.31% | 30.08%-9.8pp | 25.96%-5.7pp | 145.39%-125.1pp |
| Employer contribution / active EE | $1,250 | $4,211-70.3% | $3,496-64.2% | $4,194-70.2% |
| Participant deferral / active EE | $3,009 | $5,640-46.7% | $4,759-36.8% | $6,396-53.0% |
| Admin fee / account holder | $1,222 | $15,306-92.0% | $12,266-90.0% | $12,562-90.3% |