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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 | $211,917 | $99,875+112.2% | $146,866+44.3% | $86,983+143.6% |
| Participation rate | 51.6% | 75.8%-24.2pp | 82.5%-30.9pp | 69.5%-17.9pp |
| Annual return | 18.62% | 28.10%-9.5pp | 102.85%-84.2pp | 25.83%-7.2pp |
| Employer contribution / active EE | $1,802 | $3,224-44.1% | $4,425-59.3% | $2,584-30.3% |
| Participant deferral / active EE | $5,822 | $6,322-7.9% | $7,759-25.0% | $4,194+38.8% |
| Admin fee / account holder | $652 | $7,838-91.7% | $13,620-95.2% | $7,856-91.7% |