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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 | $192,367 | $95,453+101.5% | $112,040+71.7% | $82,448+133.3% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.5%-9.8pp | 68.1%-1.4pp |
| Annual return | 15.82% | 23.92%-8.1pp | 24.52%-8.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $3,031 | $2,318+30.8% | $2,954+2.6% | $2,551+18.8% |
| Participant deferral / active EE | $7,739 | $4,224+83.2% | $5,098+51.8% | $4,139+87.0% |
| Admin fee / account holder | $5,361 | $9,013-40.5% | $12,098-55.7% | $7,234-25.9% |