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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 | $229,611 | $65,395+251.1% | $182,540+25.8% | $72,975+214.6% |
| Participation rate | 69.0% | 65.4%+3.5pp | 78.0%-9.0pp | 69.5%-0.5pp |
| Annual return | 24.51% | 27.68%-3.2pp | 148.58%-124.1pp | 81.01%-56.5pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,274 | $3,563+104.2% | $5,525+31.7% | $3,608+101.6% |
| Admin fee / account holder | $7,172 | $4,245+69.0% | $8,593-16.5% | $5,124+40.0% |