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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 | $106,974+79.2% | $90,796+111.1% | $138,895+38.0% |
| Participation rate | 66.7% | 74.9%-8.2pp | 69.5%-2.8pp | 79.9%-13.3pp |
| Annual return | 16.94% | 20.10%-3.2pp | 19.29%-2.4pp | 145.39%-128.5pp |
| Employer contribution / active EE | $3,180 | $2,609+21.9% | $2,294+38.6% | $4,194-24.2% |
| Participant deferral / active EE | $8,254 | $4,455+85.3% | $3,822+116.0% | $6,396+29.0% |
| Admin fee / account holder | $922 | $8,626-89.3% | $7,024-86.9% | $12,562-92.7% |