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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 | $200,187 | $126,661+58.0% | $113,397+76.5% | $138,895+44.1% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.5%-9.8pp | 79.9%-13.3pp |
| Annual return | 14.65% | 25.05%-10.4pp | 23.20%-8.5pp | 145.39%-130.7pp |
| Employer contribution / active EE | $1,790 | $3,456-48.2% | $2,977-39.9% | $4,194-57.3% |
| Participant deferral / active EE | $6,157 | $5,693+8.2% | $5,076+21.3% | $6,396-3.7% |
| Admin fee / account holder | $3,576 | $14,549-75.4% | $11,957-70.1% | $12,562-71.5% |