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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 | $216,865 | $126,661+71.2% | $113,397+91.2% | $138,895+56.1% |
| Participation rate | 61.9% | 79.4%-17.5pp | 76.5%-14.6pp | 79.9%-18.0pp |
| Annual return | 14.44% | 25.05%-10.6pp | 23.20%-8.8pp | 145.39%-131.0pp |
| Employer contribution / active EE | $1,044 | $3,456-69.8% | $2,977-64.9% | $4,194-75.1% |
| Participant deferral / active EE | $4,180 | $5,693-26.6% | $5,076-17.7% | $6,396-34.7% |
| Admin fee / account holder | $2,350 | $14,549-83.8% | $11,957-80.3% | $12,562-81.3% |