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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 | $213,440 | $97,289+119.4% | $92,805+130.0% | $155,188+37.5% |
| Participation rate | 68.8% | 84.2%-15.4pp | 83.5%-14.8pp | 80.8%-12.1pp |
| Annual return | 23.37% | 29.03%-5.7pp | 31.59%-8.2pp | 148.84%-125.5pp |
| Employer contribution / active EE | $4,149 | $3,632+14.2% | $3,424+21.2% | $4,248-2.3% |
| Participant deferral / active EE | $7,804 | $8,795-11.3% | $8,448-7.6% | $6,531+19.5% |
| Admin fee / account holder | $1,805 | $12,015-85.0% | $10,911-83.5% | $14,480-87.5% |