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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 | $209,529 | $181,896+15.2% | $156,551+33.8% | $273,972-23.5% |
| Participation rate | 65.0% | 88.4%-23.4pp | 84.0%-19.0pp | 83.0%-18.0pp |
| Annual return | 8.34% | 30.74%-22.4pp | 32.23%-23.9pp | 41.46%-33.1pp |
| Employer contribution / active EE | $5,073 | $6,248-18.8% | $5,501-7.8% | $4,869+4.2% |
| Participant deferral / active EE | $5,451 | $5,550-1.8% | $4,871+11.9% | $5,287+3.1% |
| Admin fee / account holder | $925 | $15,560-94.1% | $13,028-92.9% | $10,133-90.9% |