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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 | $211,806 | $126,661+67.2% | $113,397+86.8% | $138,895+52.5% |
| Participation rate | 68.8% | 79.4%-10.7pp | 76.5%-7.7pp | 79.9%-11.2pp |
| Annual return | 13.81% | 25.05%-11.2pp | 23.20%-9.4pp | 145.39%-131.6pp |
| Employer contribution / active EE | $877 | $3,456-74.6% | $2,977-70.5% | $4,194-79.1% |
| Participant deferral / active EE | $4,644 | $5,693-18.4% | $5,076-8.5% | $6,396-27.4% |
| Admin fee / account holder | $12,352 | $14,549-15.1% | $11,957+3.3% | $12,562-1.7% |