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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 | $138,312+42.2% | $122,979+60.0% | $155,188+26.8% |
| Participation rate | 54.5% | 80.2%-25.6pp | 77.2%-22.6pp | 80.8%-26.3pp |
| Annual return | 18.40% | 22.06%-3.7pp | 20.12%-1.7pp | 148.84%-130.4pp |
| Employer contribution / active EE | $2,213 | $3,530-37.3% | $3,062-27.7% | $4,248-47.9% |
| Participant deferral / active EE | $4,998 | $5,592-10.6% | $5,003-0.1% | $6,531-23.5% |
| Admin fee / account holder | $890 | $15,089-94.1% | $12,864-93.1% | $14,480-93.9% |