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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 | $213,522 | $123,155+73.4% | $108,753+96.3% | $155,188+37.6% |
| Participation rate | 38.9% | 75.6%-36.7pp | 71.1%-32.2pp | 80.8%-41.9pp |
| Annual return | 14.04% | 44.73%-30.7pp | 37.47%-23.4pp | 148.84%-134.8pp |
| Employer contribution / active EE | $2,025 | $2,811-28.0% | $2,427-16.5% | $4,248-52.3% |
| Participant deferral / active EE | $4,918 | $4,623+6.4% | $4,115+19.5% | $6,531-24.7% |
| Admin fee / account holder | $9,778 | $12,126-19.4% | $10,320-5.2% | $14,480-32.5% |