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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 | $186,422 | $155,555+19.8% | $146,866+26.9% | $155,188+20.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 15.23% | 115.41%-100.2pp | 102.85%-87.6pp | 148.84%-133.6pp |
| Employer contribution / active EE | $3,304 | $4,647-28.9% | $4,425-25.3% | $4,248-22.2% |
| Participant deferral / active EE | $9,480 | $8,044+17.8% | $7,759+22.2% | $6,531+45.1% |
| Admin fee / account holder | $787 | $14,755-94.7% | $13,620-94.2% | $14,480-94.6% |