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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 | $213,274 | $126,661+68.4% | $113,397+88.1% | $138,895+53.6% |
| Participation rate | 61.5% | 79.4%-17.9pp | 76.5%-15.0pp | 79.9%-18.4pp |
| Annual return | 13.71% | 25.05%-11.3pp | 23.20%-9.5pp | 145.39%-131.7pp |
| Employer contribution / active EE | $5,097 | $3,456+47.5% | $2,977+71.2% | $4,194+21.5% |
| Participant deferral / active EE | $12,326 | $5,693+116.5% | $5,076+142.8% | $6,396+92.7% |
| Admin fee / account holder | $1,341 | $14,549-90.8% | $11,957-88.8% | $12,562-89.3% |