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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 | $229,930 | $155,555+47.8% | $146,866+56.6% | $155,188+48.2% |
| Participation rate | 63.2% | 84.0%-20.8pp | 82.5%-19.4pp | 80.8%-17.6pp |
| Annual return | 12.20% | 115.41%-103.2pp | 102.85%-90.7pp | 148.84%-136.6pp |
| Employer contribution / active EE | $2,194 | $4,647-52.8% | $4,425-50.4% | $4,248-48.4% |
| Participant deferral / active EE | $6,739 | $8,044-16.2% | $7,759-13.1% | $6,531+3.2% |
| Admin fee / account holder | $8,154 | $14,755-44.7% | $13,620-40.1% | $14,480-43.7% |