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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 | $232,792 | $201,264+15.7% | $184,185+26.4% | $145,978+59.5% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 13.05% | 29.00%-16.0pp | 28.81%-15.8pp | 550.52%-537.5pp |
| Employer contribution / active EE | $2,084 | $7,021-70.3% | $6,426-67.6% | $4,662-55.3% |
| Participant deferral / active EE | $17,347 | $9,806+76.9% | $9,132+90.0% | $6,690+159.3% |
| Admin fee / account holder | $10,460 | $16,376-36.1% | $13,909-24.8% | $13,400-21.9% |