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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 | $239,371 | $223,823+6.9% | $211,142+13.4% | $154,746+54.7% |
| Participation rate | 57.9% | 87.9%-30.0pp | 87.3%-29.4pp | 80.7%-22.8pp |
| Annual return | 14.85% | 50.39%-35.5pp | 46.84%-32.0pp | 172.34%-157.5pp |
| Employer contribution / active EE | $2,457 | $6,787-63.8% | $6,442-61.9% | $4,379-43.9% |
| Participant deferral / active EE | $7,439 | $9,750-23.7% | $9,284-19.9% | $6,730+10.5% |
| Admin fee / account holder | $5,527 | $19,707-72.0% | $19,076-71.0% | $14,365-61.5% |