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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 | $212,386-0.4% | $199,883+5.8% | $138,895+52.3% |
| Participation rate | 46.2% | 87.4%-41.2pp | 86.8%-40.6pp | 79.9%-33.8pp |
| Annual return | 16.87% | 47.75%-30.9pp | 43.81%-26.9pp | 145.39%-128.5pp |
| Employer contribution / active EE | $2,934 | $6,625-55.7% | $6,261-53.1% | $4,194-30.1% |
| Participant deferral / active EE | $5,973 | $9,617-37.9% | $9,138-34.6% | $6,396-6.6% |
| Admin fee / account holder | $538 | $18,233-97.0% | $17,268-96.9% | $12,562-95.7% |