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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 | $184,014+31.3% | $161,149+49.9% | $138,895+73.9% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.8%-12.2pp | 79.9%-13.3pp |
| Annual return | 17.23% | 21.52%-4.3pp | 21.16%-3.9pp | 145.39%-128.2pp |
| Employer contribution / active EE | $2,242 | $5,055-55.7% | $4,360-48.6% | $4,194-46.5% |
| Participant deferral / active EE | $5,202 | $6,909-24.7% | $6,153-15.5% | $6,396-18.7% |
| Admin fee / account holder | $1,175 | $18,027-93.5% | $15,194-92.3% | $12,562-90.6% |