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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 | $212,858 | $126,661+68.1% | $113,397+87.7% | $138,895+53.3% |
| Participation rate | 69.6% | 79.4%-9.9pp | 76.5%-6.9pp | 79.9%-10.4pp |
| Annual return | 15.44% | 25.05%-9.6pp | 23.20%-7.8pp | 145.39%-130.0pp |
| Employer contribution / active EE | $1,164 | $3,456-66.3% | $2,977-60.9% | $4,194-72.3% |
| Participant deferral / active EE | $8,370 | $5,693+47.0% | $5,076+64.9% | $6,396+30.9% |
| Admin fee / account holder | $4,172 | $14,549-71.3% | $11,957-65.1% | $12,562-66.8% |