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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 | $184,250 | $184,014+0.1% | $161,149+14.3% | $138,895+32.7% |
| Participation rate | 63.6% | 82.1%-18.4pp | 78.8%-15.2pp | 79.9%-16.3pp |
| Annual return | 13.78% | 21.52%-7.7pp | 21.16%-7.4pp | 145.39%-131.6pp |
| Employer contribution / active EE | $2,018 | $5,055-60.1% | $4,360-53.7% | $4,194-51.9% |
| Participant deferral / active EE | $11,197 | $6,909+62.1% | $6,153+82.0% | $6,396+75.1% |
| Admin fee / account holder | $1,891 | $18,027-89.5% | $15,194-87.6% | $12,562-84.9% |