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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 | $192,813 | $107,809+78.8% | $97,032+98.7% | $155,188+24.2% |
| Participation rate | 50.0% | 75.5%-25.5pp | 71.6%-21.6pp | 80.8%-30.8pp |
| Annual return | 15.31% | 38.06%-22.8pp | 35.38%-20.1pp | 148.84%-133.5pp |
| Employer contribution / active EE | $2,561 | $2,911-12.0% | $2,629-2.6% | $4,248-39.7% |
| Participant deferral / active EE | $7,042 | $5,129+37.3% | $4,672+50.7% | $6,531+7.8% |
| Admin fee / account holder | $4,117 | $10,717-61.6% | $9,418-56.3% | $14,480-71.6% |