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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 | $231,403 | $138,312+67.3% | $122,979+88.2% | $155,188+49.1% |
| Participation rate | 66.7% | 80.2%-13.5pp | 77.2%-10.5pp | 80.8%-14.1pp |
| Annual return | 14.64% | 22.06%-7.4pp | 20.12%-5.5pp | 148.84%-134.2pp |
| Employer contribution / active EE | $3,597 | $3,530+1.9% | $3,062+17.4% | $4,248-15.3% |
| Participant deferral / active EE | $11,572 | $5,592+106.9% | $5,003+131.3% | $6,531+77.2% |
| Admin fee / account holder | $10,905 | $15,089-27.7% | $12,864-15.2% | $14,480-24.7% |