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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 | $203,344 | $199,109+2.1% | $173,730+17.0% | $154,746+31.4% |
| Participation rate | 61.1% | 82.8%-21.7pp | 79.6%-18.5pp | 80.7%-19.6pp |
| Annual return | 13.74% | 20.02%-6.3pp | 19.96%-6.2pp | 172.34%-158.6pp |
| Employer contribution / active EE | $1,514 | $5,311-71.5% | $4,577-66.9% | $4,379-65.4% |
| Participant deferral / active EE | $7,174 | $7,113+0.9% | $6,326+13.4% | $6,730+6.6% |
| Admin fee / account holder | $2,637 | $20,916-87.4% | $17,523-84.9% | $14,365-81.6% |