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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 | $124,425+58.1% | $112,040+75.6% | $137,256+43.3% |
| Participation rate | 54.5% | 79.3%-24.8pp | 76.5%-21.9pp | 80.0%-25.4pp |
| Annual return | 18.40% | 24.72%-6.3pp | 24.52%-6.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $2,213 | $3,411-35.1% | $2,954-25.1% | $4,156-46.7% |
| Participant deferral / active EE | $4,998 | $5,718-12.6% | $5,098-2.0% | $6,407-22.0% |
| Admin fee / account holder | $890 | $15,207-94.1% | $12,098-92.6% | $12,270-92.7% |