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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 | $223,931 | $174,379+28.4% | $152,093+47.2% | $138,895+61.2% |
| Participation rate | 55.6% | 81.6%-26.1pp | 77.8%-22.2pp | 79.9%-24.4pp |
| Annual return | 17.74% | 74.86%-57.1pp | 66.36%-48.6pp | 145.39%-127.7pp |
| Employer contribution / active EE | $1,973 | $4,652-57.6% | $4,175-52.7% | $4,194-53.0% |
| Participant deferral / active EE | $3,809 | $6,159-38.2% | $5,451-30.1% | $6,396-40.4% |
| Admin fee / account holder | $698 | $16,880-95.9% | $14,497-95.2% | $12,562-94.4% |