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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 | $213,785+13.8% | $185,441+31.1% | $155,188+56.7% |
| Participation rate | 53.3% | 83.2%-29.9pp | 80.3%-26.9pp | 80.8%-27.5pp |
| Annual return | 20.06% | 19.97%+0.1pp | 20.16%-0.1pp | 148.84%-128.8pp |
| Employer contribution / active EE | $1,772 | $5,393-67.1% | $4,672-62.1% | $4,248-58.3% |
| Participant deferral / active EE | $6,445 | $6,864-6.1% | $6,152+4.8% | $6,531-1.3% |
| Admin fee / account holder | $2,342 | $21,134-88.9% | $17,890-86.9% | $14,480-83.8% |