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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 | $225,964 | $100,970+123.8% | $96,576+134.0% | $137,256+64.6% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 13.59% | 38.16%-24.6pp | 38.47%-24.9pp | 220.34%-206.8pp |
| Employer contribution / active EE | $2,086 | $3,809-45.2% | $3,553-41.3% | $4,156-49.8% |
| Participant deferral / active EE | $7,928 | $8,286-4.3% | $7,956-0.4% | $6,407+23.7% |
| Admin fee / account holder | $844 | $11,312-92.5% | $11,381-92.6% | $12,270-93.1% |