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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 | $124,425+70.2% | $112,040+89.0% | $137,256+54.3% |
| Participation rate | 68.8% | 79.3%-10.6pp | 76.5%-7.7pp | 80.0%-11.2pp |
| Annual return | 13.81% | 24.72%-10.9pp | 24.52%-10.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $877 | $3,411-74.3% | $2,954-70.3% | $4,156-78.9% |
| Participant deferral / active EE | $4,644 | $5,718-18.8% | $5,098-8.9% | $6,407-27.5% |
| Admin fee / account holder | $12,352 | $15,207-18.8% | $12,098+2.1% | $12,270+0.7% |