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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 | $247,409 | $199,109+24.3% | $173,730+42.4% | $154,746+59.9% |
| Participation rate | 42.1% | 82.8%-40.7pp | 79.6%-37.5pp | 80.7%-38.6pp |
| Annual return | 21.08% | 20.02%+1.1pp | 19.96%+1.1pp | 172.34%-151.3pp |
| Employer contribution / active EE | $2,747 | $5,311-48.3% | $4,577-40.0% | $4,379-37.3% |
| Participant deferral / active EE | $7,505 | $7,113+5.5% | $6,326+18.6% | $6,730+11.5% |
| Admin fee / account holder | $40,267 | $20,916+92.5% | $17,523+129.8% | $14,365+180.3% |