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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 | $102,609+108.0% | $98,090+117.6% | $138,895+53.7% |
| Participation rate | 68.8% | 82.8%-14.0pp | 81.5%-12.8pp | 79.9%-11.2pp |
| Annual return | 23.37% | 36.44%-13.1pp | 37.05%-13.7pp | 145.39%-122.0pp |
| Employer contribution / active EE | $4,149 | $3,867+7.3% | $3,606+15.0% | $4,194-1.1% |
| Participant deferral / active EE | $7,804 | $8,167-4.4% | $7,845-0.5% | $6,396+22.0% |
| Admin fee / account holder | $1,805 | $11,434-84.2% | $11,815-84.7% | $12,562-85.6% |