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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 | $234,745 | $100,970+132.5% | $96,576+143.1% | $137,256+71.0% |
| Participation rate | 57.1% | 82.6%-25.5pp | 81.4%-24.3pp | 80.0%-22.8pp |
| Annual return | 15.37% | 38.16%-22.8pp | 38.47%-23.1pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,865 | $3,809-51.0% | $3,553-47.5% | $4,156-55.1% |
| Participant deferral / active EE | $6,385 | $8,286-22.9% | $7,956-19.7% | $6,407-0.3% |
| Admin fee / account holder | $2,691 | $11,312-76.2% | $11,381-76.4% | $12,270-78.1% |