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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 | $191,655 | $99,380+92.9% | $90,312+112.2% | $155,188+23.5% |
| Participation rate | 66.7% | 77.3%-10.7pp | 72.9%-6.2pp | 80.8%-14.1pp |
| Annual return | 16.94% | 19.35%-2.4pp | 18.90%-2.0pp | 148.84%-131.9pp |
| Employer contribution / active EE | $3,180 | $2,390+33.1% | $2,243+41.8% | $4,248-25.1% |
| Participant deferral / active EE | $8,254 | $4,212+96.0% | $3,749+120.2% | $6,531+26.4% |
| Admin fee / account holder | $922 | $9,766-90.6% | $8,248-88.8% | $14,480-93.6% |