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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 | $201,792 | $102,609+96.7% | $98,090+105.7% | $138,895+45.3% |
| Participation rate | 62.5% | 82.8%-20.3pp | 81.5%-19.0pp | 79.9%-17.4pp |
| Annual return | 14.76% | 36.44%-21.7pp | 37.05%-22.3pp | 145.39%-130.6pp |
| Employer contribution / active EE | $2,592 | $3,867-33.0% | $3,606-28.1% | $4,194-38.2% |
| Participant deferral / active EE | $4,896 | $8,167-40.1% | $7,845-37.6% | $6,396-23.5% |
| Admin fee / account holder | $319 | $11,434-97.2% | $11,815-97.3% | $12,562-97.5% |