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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 | $174,136 | $126,661+37.5% | $113,397+53.6% | $138,895+25.4% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.5%-16.5pp | 79.9%-19.9pp |
| Annual return | 13.68% | 25.05%-11.4pp | 23.20%-9.5pp | 145.39%-131.7pp |
| Employer contribution / active EE | $2,204 | $3,456-36.2% | $2,977-26.0% | $4,194-47.4% |
| Participant deferral / active EE | $6,545 | $5,693+15.0% | $5,076+28.9% | $6,396+2.3% |
| Admin fee / account holder | $15,215 | $14,549+4.6% | $11,957+27.2% | $12,562+21.1% |