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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 | $211,553 | $209,336+1.1% | $197,124+7.3% | $137,256+54.1% |
| Participation rate | 46.2% | 87.3%-41.2pp | 86.7%-40.6pp | 80.0%-33.8pp |
| Annual return | 16.87% | 48.09%-31.2pp | 44.34%-27.5pp | 220.34%-203.5pp |
| Employer contribution / active EE | $2,934 | $6,591-55.5% | $6,227-52.9% | $4,156-29.4% |
| Participant deferral / active EE | $5,973 | $9,614-37.9% | $9,135-34.6% | $6,407-6.8% |
| Admin fee / account holder | $538 | $17,308-96.9% | $16,298-96.7% | $12,270-95.6% |