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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 | $196,326 | $107,733+82.2% | $92,985+111.1% | $154,746+26.9% |
| Participation rate | 66.7% | 74.6%-7.9pp | 69.5%-2.8pp | 80.7%-14.0pp |
| Annual return | 16.17% | 30.39%-14.2pp | 27.99%-11.8pp | 172.34%-156.2pp |
| Employer contribution / active EE | $4,977 | $3,126+59.2% | $2,662+86.9% | $4,379+13.7% |
| Participant deferral / active EE | $18,589 | $5,053+267.9% | $4,377+324.7% | $6,730+176.2% |
| Admin fee / account holder | $2,491 | $11,369-78.1% | $9,463-73.7% | $14,365-82.7% |