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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 | $196,809 | $126,661+55.4% | $113,397+73.6% | $138,895+41.7% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.5%-26.5pp | 79.9%-29.9pp |
| Annual return | 15.23% | 25.05%-9.8pp | 23.20%-8.0pp | 145.39%-130.2pp |
| Employer contribution / active EE | $2,818 | $3,456-18.5% | $2,977-5.3% | $4,194-32.8% |
| Participant deferral / active EE | $6,085 | $5,693+6.9% | $5,076+19.9% | $6,396-4.9% |
| Admin fee / account holder | $35,573 | $14,549+144.5% | $11,957+197.5% | $12,562+183.2% |