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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 | $107,666+84.4% | $102,184+94.2% | $154,746+28.3% |
| Participation rate | 38.5% | 83.7%-45.3pp | 82.6%-44.1pp | 80.7%-42.2pp |
| Annual return | 14.51% | 29.33%-14.8pp | 31.58%-17.1pp | 172.34%-157.8pp |
| Employer contribution / active EE | $3,298 | $3,846-14.2% | $3,594-8.2% | $4,379-24.7% |
| Participant deferral / active EE | $6,447 | $8,719-26.1% | $8,309-22.4% | $6,730-4.2% |
| Admin fee / account holder | $1,693 | $12,943-86.9% | $11,609-85.4% | $14,365-88.2% |