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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 | $216,750 | $212,777+1.9% | $173,703+24.8% | $198,609+9.1% |
| Participation rate | 60.0% | 81.1%-21.1pp | 75.9%-15.9pp | 82.4%-22.4pp |
| Annual return | 15.28% | 18.82%-3.5pp | 17.46%-2.2pp | 202.70%-187.4pp |
| Employer contribution / active EE | $2,796 | $5,214-46.4% | $4,288-34.8% | $5,055-44.7% |
| Participant deferral / active EE | $2,937 | $5,697-48.4% | $4,854-39.5% | $6,977-57.9% |
| Admin fee / account holder | $1,703 | $19,536-91.3% | $15,562-89.1% | $19,030-91.1% |