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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 | $231,839 | $184,014+26.0% | $161,149+43.9% | $138,895+66.9% |
| Participation rate | 57.1% | 82.1%-24.9pp | 78.8%-21.7pp | 79.9%-22.8pp |
| Annual return | 14.45% | 21.52%-7.1pp | 21.16%-6.7pp | 145.39%-130.9pp |
| Employer contribution / active EE | $1,941 | $5,055-61.6% | $4,360-55.5% | $4,194-53.7% |
| Participant deferral / active EE | $6,687 | $6,909-3.2% | $6,153+8.7% | $6,396+4.6% |
| Admin fee / account holder | $5,900 | $18,027-67.3% | $15,194-61.2% | $12,562-53.0% |