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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 | $193,150 | $126,661+52.5% | $113,397+70.3% | $138,895+39.1% |
| Participation rate | 61.9% | 79.4%-17.5pp | 76.5%-14.6pp | 79.9%-18.0pp |
| Annual return | 16.46% | 25.05%-8.6pp | 23.20%-6.7pp | 145.39%-128.9pp |
| Employer contribution / active EE | $2,552 | $3,456-26.2% | $2,977-14.3% | $4,194-39.2% |
| Participant deferral / active EE | $7,031 | $5,693+23.5% | $5,076+38.5% | $6,396+9.9% |
| Admin fee / account holder | $2,112 | $14,549-85.5% | $11,957-82.3% | $12,562-83.2% |