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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 | $217,915 | $126,661+72.0% | $113,397+92.2% | $138,895+56.9% |
| Participation rate | 41.7% | 79.4%-37.8pp | 76.5%-34.8pp | 79.9%-38.3pp |
| Annual return | 18.14% | 25.05%-6.9pp | 23.20%-5.1pp | 145.39%-127.3pp |
| Employer contribution / active EE | $1,695 | $3,456-51.0% | $2,977-43.1% | $4,194-59.6% |
| Participant deferral / active EE | $6,182 | $5,693+8.6% | $5,076+21.8% | $6,396-3.4% |
| Admin fee / account holder | $655 | $14,549-95.5% | $11,957-94.5% | $12,562-94.8% |