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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 | $177,156+22.3% | $147,027+47.4% | $154,746+40.1% |
| Participation rate | 60.0% | 79.4%-19.4pp | 73.7%-13.7pp | 80.7%-20.7pp |
| Annual return | 15.28% | 21.94%-6.7pp | 20.23%-5.0pp | 172.34%-157.1pp |
| Employer contribution / active EE | $2,796 | $4,336-35.5% | $3,626-22.9% | $4,379-36.1% |
| Participant deferral / active EE | $2,937 | $5,797-49.3% | $4,933-40.5% | $6,730-56.4% |
| Admin fee / account holder | $1,703 | $14,904-88.6% | $12,223-86.1% | $14,365-88.1% |