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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 | $191,335 | $115,225+66.1% | $100,712+90.0% | $138,895+37.8% |
| Participation rate | 66.7% | 74.3%-7.7pp | 69.3%-2.6pp | 79.9%-13.3pp |
| Annual return | 17.24% | 40.35%-23.1pp | 33.27%-16.0pp | 145.39%-128.2pp |
| Employer contribution / active EE | $1,415 | $2,771-48.9% | $2,313-38.8% | $4,194-66.3% |
| Participant deferral / active EE | $1,736 | $4,699-63.1% | $4,085-57.5% | $6,396-72.9% |
| Admin fee / account holder | $520 | $10,844-95.2% | $9,256-94.4% | $12,562-95.9% |