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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 | $197,928 | $138,393+43.0% | $184,256+7.4% | $80,959+144.5% |
| Participation rate | 61.3% | 83.9%-22.6pp | 86.8%-25.5pp | 67.7%-6.4pp |
| Annual return | 18.98% | 20.01%-1.0pp | 28.85%-9.9pp | 35.67%-16.7pp |
| Employer contribution / active EE | $4,083 | $4,847-15.8% | $6,427-36.5% | $2,757+48.1% |
| Participant deferral / active EE | $8,613 | $7,076+21.7% | $9,133-5.7% | $4,300+100.3% |
| Admin fee / account holder | $9,098 | $10,489-13.3% | $13,899-34.5% | $6,925+31.4% |