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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 | $191,529 | $115,225+66.2% | $100,712+90.2% | $138,895+37.9% |
| Participation rate | 66.7% | 74.3%-7.7pp | 69.3%-2.6pp | 79.9%-13.3pp |
| Annual return | 16.48% | 40.35%-23.9pp | 33.27%-16.8pp | 145.39%-128.9pp |
| Employer contribution / active EE | $1,930 | $2,771-30.3% | $2,313-16.5% | $4,194-54.0% |
| Participant deferral / active EE | $13,966 | $4,699+197.2% | $4,085+241.9% | $6,396+118.4% |
| Admin fee / account holder | $954 | $10,844-91.2% | $9,256-89.7% | $12,562-92.4% |