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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 | $196,848 | $117,904+67.0% | $102,457+92.1% | $145,978+34.8% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 16.69% | 31.80%-15.1pp | 29.41%-12.7pp | 550.52%-533.8pp |
| Employer contribution / active EE | $1,999 | $3,613-44.7% | $3,022-33.9% | $4,662-57.1% |
| Participant deferral / active EE | $5,051 | $5,733-11.9% | $5,054-0.1% | $6,690-24.5% |
| Admin fee / account holder | $4,072 | $13,329-69.5% | $9,451-56.9% | $13,400-69.6% |