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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 | $229,013 | $93,617+144.6% | $135,982+68.4% | $75,177+204.6% |
| Participation rate | 62.1% | 75.2%-13.1pp | 81.9%-19.9pp | 67.2%-5.1pp |
| Annual return | 15.23% | 30.89%-15.7pp | 68.32%-53.1pp | 160.75%-145.5pp |
| Employer contribution / active EE | $1,498 | $3,538-57.7% | $4,859-69.2% | $2,671-43.9% |
| Participant deferral / active EE | $6,402 | $6,406-0.1% | $7,760-17.5% | $4,126+55.1% |
| Admin fee / account holder | $10,883 | $6,980+55.9% | $10,767+1.1% | $5,651+92.6% |