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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 | $210,230 | $182,442+15.2% | $163,379+28.7% | $138,895+51.4% |
| Participation rate | 61.1% | 79.8%-18.7pp | 76.8%-15.7pp | 79.9%-18.8pp |
| Annual return | 17.71% | 72.74%-55.0pp | 63.41%-45.7pp | 145.39%-127.7pp |
| Employer contribution / active EE | $721 | $4,159-82.7% | $3,752-80.8% | $4,194-82.8% |
| Participant deferral / active EE | $5,194 | $6,817-23.8% | $6,282-17.3% | $6,396-18.8% |
| Admin fee / account holder | $1,327 | $10,396-87.2% | $9,818-86.5% | $12,562-89.4% |