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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 | $138,312+42.3% | $122,979+60.0% | $155,188+26.8% |
| Participation rate | 50.0% | 80.2%-30.2pp | 77.2%-27.2pp | 80.8%-30.8pp |
| Annual return | 15.23% | 22.06%-6.8pp | 20.12%-4.9pp | 148.84%-133.6pp |
| Employer contribution / active EE | $2,818 | $3,530-20.2% | $3,062-8.0% | $4,248-33.7% |
| Participant deferral / active EE | $6,085 | $5,592+8.8% | $5,003+21.6% | $6,531-6.8% |
| Admin fee / account holder | $35,573 | $15,089+135.8% | $12,864+176.5% | $14,480+145.7% |