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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 | $235,287 | $199,109+18.2% | $173,730+35.4% | $154,746+52.0% |
| Participation rate | 53.8% | 82.8%-29.0pp | 79.6%-25.7pp | 80.7%-26.9pp |
| Annual return | 12.93% | 20.02%-7.1pp | 19.96%-7.0pp | 172.34%-159.4pp |
| Employer contribution / active EE | $2,950 | $5,311-44.4% | $4,577-35.5% | $4,379-32.6% |
| Participant deferral / active EE | $5,721 | $7,113-19.6% | $6,326-9.6% | $6,730-15.0% |
| Admin fee / account holder | $5,510 | $20,916-73.7% | $17,523-68.6% | $14,365-61.6% |