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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 | $196,740 | $136,860+43.8% | $120,344+63.5% | $154,746+27.1% |
| Participation rate | 54.5% | 79.9%-25.3pp | 76.7%-22.2pp | 80.7%-26.2pp |
| Annual return | 18.40% | 21.38%-3.0pp | 20.30%-1.9pp | 172.34%-153.9pp |
| Employer contribution / active EE | $2,213 | $3,533-37.4% | $3,020-26.7% | $4,379-49.5% |
| Participant deferral / active EE | $4,998 | $5,793-13.7% | $5,135-2.7% | $6,730-25.7% |
| Admin fee / account holder | $890 | $15,393-94.2% | $12,742-93.0% | $14,365-93.8% |