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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 | $195,136 | $106,974+82.4% | $90,796+114.9% | $138,895+40.5% |
| Participation rate | 38.5% | 74.9%-36.4pp | 69.5%-31.0pp | 79.9%-41.5pp |
| Annual return | 17.38% | 20.10%-2.7pp | 19.29%-1.9pp | 145.39%-128.0pp |
| Employer contribution / active EE | $2,554 | $2,609-2.1% | $2,294+11.3% | $4,194-39.1% |
| Participant deferral / active EE | $6,554 | $4,455+47.1% | $3,822+71.5% | $6,396+2.5% |
| Admin fee / account holder | $1,623 | $8,626-81.2% | $7,024-76.9% | $12,562-87.1% |