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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 | $223,439 | $199,109+12.2% | $173,730+28.6% | $154,746+44.4% |
| Participation rate | 65.0% | 82.8%-17.8pp | 79.6%-14.6pp | 80.7%-15.7pp |
| Annual return | 17.11% | 20.02%-2.9pp | 19.96%-2.8pp | 172.34%-155.2pp |
| Employer contribution / active EE | $2,362 | $5,311-55.5% | $4,577-48.4% | $4,379-46.1% |
| Participant deferral / active EE | $5,832 | $7,113-18.0% | $6,326-7.8% | $6,730-13.4% |
| Admin fee / account holder | $484 | $20,916-97.7% | $17,523-97.2% | $14,365-96.6% |