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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 | $87,166+125.2% | $76,735+155.9% | $137,256+43.0% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.5%-2.8pp | 80.0%-13.3pp |
| Annual return | 16.17% | 26.50%-10.3pp | 29.77%-13.6pp | 220.34%-204.2pp |
| Employer contribution / active EE | $4,977 | $2,904+71.4% | $2,454+102.8% | $4,156+19.8% |
| Participant deferral / active EE | $18,589 | $4,726+293.3% | $4,088+354.7% | $6,407+190.2% |
| Admin fee / account holder | $2,491 | $8,403-70.4% | $7,189-65.4% | $12,270-79.7% |