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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 | $107,666+109.9% | $102,184+121.1% | $154,746+46.0% |
| Participation rate | 66.7% | 83.7%-17.1pp | 82.6%-15.9pp | 80.7%-14.0pp |
| Annual return | 13.59% | 29.33%-15.7pp | 31.58%-18.0pp | 172.34%-158.8pp |
| Employer contribution / active EE | $2,086 | $3,846-45.8% | $3,594-42.0% | $4,379-52.4% |
| Participant deferral / active EE | $7,928 | $8,719-9.1% | $8,309-4.6% | $6,730+17.8% |
| Admin fee / account holder | $844 | $12,943-93.5% | $11,609-92.7% | $14,365-94.1% |