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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 | $209,705 | $112,729+86.0% | $98,716+112.4% | $137,256+52.8% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.3%-9.3pp | 80.0%-20.0pp |
| Annual return | 13.07% | 38.48%-25.4pp | 31.81%-18.7pp | 220.34%-207.3pp |
| Employer contribution / active EE | $1,990 | $2,725-27.0% | $2,279-12.7% | $4,156-52.1% |
| Participant deferral / active EE | $7,426 | $4,640+60.0% | $4,048+83.5% | $6,407+15.9% |
| Admin fee / account holder | $1,530 | $10,129-84.9% | $8,703-82.4% | $12,270-87.5% |