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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 | $243,189 | $184,014+32.2% | $161,149+50.9% | $138,895+75.1% |
| Participation rate | 53.3% | 82.1%-28.7pp | 78.8%-25.5pp | 79.9%-26.6pp |
| Annual return | 20.06% | 21.52%-1.5pp | 21.16%-1.1pp | 145.39%-125.3pp |
| Employer contribution / active EE | $1,772 | $5,055-64.9% | $4,360-59.4% | $4,194-57.7% |
| Participant deferral / active EE | $6,445 | $6,909-6.7% | $6,153+4.7% | $6,396+0.8% |
| Admin fee / account holder | $2,342 | $18,027-87.0% | $15,194-84.6% | $12,562-81.4% |