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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 | $202,976 | $106,524+90.5% | $152,301+33.3% | $87,485+132.0% |
| Participation rate | 64.0% | 75.8%-11.8pp | 82.4%-18.4pp | 68.9%-4.9pp |
| Annual return | 15.12% | 26.89%-11.8pp | 80.50%-65.4pp | 26.06%-10.9pp |
| Employer contribution / active EE | $2,885 | $3,371-14.4% | $4,624-37.6% | $2,596+11.1% |
| Participant deferral / active EE | $7,937 | $6,525+21.6% | $8,004-0.8% | $4,274+85.7% |
| Admin fee / account holder | $25,008 | $8,287+201.8% | $14,398+73.7% | $7,775+221.7% |