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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 | $196,383 | $112,729+74.2% | $98,716+98.9% | $137,256+43.1% |
| Participation rate | 61.1% | 74.2%-13.1pp | 69.3%-8.2pp | 80.0%-18.8pp |
| Annual return | 14.80% | 38.48%-23.7pp | 31.81%-17.0pp | 220.34%-205.5pp |
| Employer contribution / active EE | $1,650 | $2,725-39.4% | $2,279-27.6% | $4,156-60.3% |
| Participant deferral / active EE | $4,800 | $4,640+3.5% | $4,048+18.6% | $6,407-25.1% |
| Admin fee / account holder | $5,393 | $10,129-46.8% | $8,703-38.0% | $12,270-56.0% |