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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 | $209,931 | $101,798+106.2% | $165,071+27.2% | $80,935+159.4% |
| Participation rate | 65.5% | 71.8%-6.3pp | 78.6%-13.1pp | 67.7%-2.1pp |
| Annual return | 13.61% | 16.73%-3.1pp | 70.17%-56.6pp | 35.66%-22.1pp |
| Employer contribution / active EE | $2,005 | $2,954-32.1% | $4,347-53.9% | $2,757-27.3% |
| Participant deferral / active EE | $6,059 | $4,476+35.3% | $6,035+0.4% | $4,299+40.9% |
| Admin fee / account holder | $1,800 | $8,221-78.1% | $12,695-85.8% | $6,924-74.0% |