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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 | $216,679 | $151,427+43.1% | $112,860+92.0% | $154,746+40.0% |
| Participation rate | 60.0% | 69.1%-9.1pp | 66.3%-6.3pp | 80.7%-20.7pp |
| Annual return | 15.67% | 30.95%-15.3pp | 35.26%-19.6pp | 172.34%-156.7pp |
| Employer contribution / active EE | $2,102 | $2,750-23.5% | $2,206-4.7% | $4,379-52.0% |
| Participant deferral / active EE | $5,022 | $4,285+17.2% | $3,493+43.8% | $6,730-25.4% |
| Admin fee / account holder | $17,877 | $7,369+142.6% | $6,841+161.3% | $14,365+24.4% |