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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 | $200,333 | $108,825+84.1% | $156,181+28.3% | $82,448+143.0% |
| Participation rate | 68.3% | 72.4%-4.1pp | 78.8%-10.5pp | 68.1%+0.2pp |
| Annual return | 15.06% | 20.59%-5.5pp | 64.87%-49.8pp | 41.64%-26.6pp |
| Employer contribution / active EE | $2,114 | $2,870-26.3% | $4,294-50.8% | $2,551-17.1% |
| Participant deferral / active EE | $5,817 | $4,577+27.1% | $6,132-5.1% | $4,139+40.5% |
| Admin fee / account holder | $2,209 | $9,341-76.4% | $14,586-84.9% | $7,234-69.5% |