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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 | $229,916 | $106,864+115.1% | $147,318+56.1% | $82,637+178.2% |
| Participation rate | 62.5% | 75.5%-13.0pp | 82.1%-19.6pp | 68.1%-5.6pp |
| Annual return | 17.05% | 27.49%-10.4pp | 70.43%-53.4pp | 53.51%-36.5pp |
| Employer contribution / active EE | $3,043 | $3,417-10.9% | $4,593-33.7% | $2,552+19.2% |
| Participant deferral / active EE | $9,943 | $6,496+53.1% | $7,906+25.8% | $4,126+141.0% |
| Admin fee / account holder | $12,183 | $8,415+44.8% | $13,708-11.1% | $7,339+66.0% |