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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 | $194,203 | $123,478+57.3% | $216,567-10.3% | $94,015+106.6% |
| Participation rate | 66.7% | 75.1%-8.4pp | 81.6%-15.0pp | 70.8%-4.2pp |
| Annual return | 11.68% | 23.61%-11.9pp | 12.94%-1.3pp | 17.84%-6.2pp |
| Employer contribution / active EE | $1,845 | $3,136-41.2% | $5,216-64.6% | $2,790-33.9% |
| Participant deferral / active EE | $9,955 | $4,556+118.5% | $6,191+60.8% | $4,249+134.3% |
| Admin fee / account holder | $16,336 | $12,753+28.1% | $21,981-25.7% | $8,951+82.5% |