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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 | $241,519 | $213,785+13.0% | $185,441+30.2% | $155,188+55.6% |
| Participation rate | 66.7% | 83.2%-16.6pp | 80.3%-13.6pp | 80.8%-14.1pp |
| Annual return | 17.23% | 19.97%-2.7pp | 20.16%-2.9pp | 148.84%-131.6pp |
| Employer contribution / active EE | $2,242 | $5,393-58.4% | $4,672-52.0% | $4,248-47.2% |
| Participant deferral / active EE | $5,202 | $6,864-24.2% | $6,152-15.4% | $6,531-20.3% |
| Admin fee / account holder | $1,175 | $21,134-94.4% | $17,890-93.4% | $14,480-91.9% |