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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 | $244,445 | $282,059-13.3% | $213,469+14.5% | $154,746+58.0% |
| Participation rate | 60.0% | 82.7%-22.7pp | 77.1%-17.1pp | 80.7%-20.7pp |
| Annual return | 11.08% | 20.90%-9.8pp | 20.58%-9.5pp | 172.34%-161.3pp |
| Employer contribution / active EE | $3,505 | $6,189-43.4% | $4,994-29.8% | $4,379-20.0% |
| Participant deferral / active EE | $11,497 | $8,186+40.4% | $6,841+68.1% | $6,730+70.8% |
| Admin fee / account holder | $15,869 | $37,435-57.6% | $27,141-41.5% | $14,365+10.5% |