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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 | $208,314 | $126,661+64.5% | $113,397+83.7% | $138,895+50.0% |
| Participation rate | 64.7% | 79.4%-14.7pp | 76.5%-11.8pp | 79.9%-15.2pp |
| Annual return | 16.28% | 25.05%-8.8pp | 23.20%-6.9pp | 145.39%-129.1pp |
| Employer contribution / active EE | $1,479 | $3,456-57.2% | $2,977-50.3% | $4,194-64.7% |
| Participant deferral / active EE | $5,520 | $5,693-3.0% | $5,076+8.7% | $6,396-13.7% |
| Admin fee / account holder | $6,141 | $14,549-57.8% | $11,957-48.6% | $12,562-51.1% |