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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 | $198,484 | $100,970+96.6% | $96,576+105.5% | $137,256+44.6% |
| Participation rate | 38.5% | 82.6%-44.2pp | 81.4%-43.0pp | 80.0%-41.5pp |
| Annual return | 14.51% | 38.16%-23.7pp | 38.47%-24.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $3,298 | $3,809-13.4% | $3,553-7.2% | $4,156-20.6% |
| Participant deferral / active EE | $6,447 | $8,286-22.2% | $7,956-19.0% | $6,407+0.6% |
| Admin fee / account holder | $1,693 | $11,312-85.0% | $11,381-85.1% | $12,270-86.2% |