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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 | $235,545 | $115,225+104.4% | $100,712+133.9% | $138,895+69.6% |
| Participation rate | 61.1% | 74.3%-13.2pp | 69.3%-8.2pp | 79.9%-18.8pp |
| Annual return | 15.72% | 40.35%-24.6pp | 33.27%-17.5pp | 145.39%-129.7pp |
| Employer contribution / active EE | $3,292 | $2,771+18.8% | $2,313+42.4% | $4,194-21.5% |
| Participant deferral / active EE | $7,836 | $4,699+66.7% | $4,085+91.8% | $6,396+22.5% |
| Admin fee / account holder | $819 | $10,844-92.4% | $9,256-91.2% | $12,562-93.5% |