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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 | $196,230 | $112,729+74.1% | $98,716+98.8% | $137,256+43.0% |
| Participation rate | 61.1% | 74.2%-13.1pp | 69.3%-8.2pp | 80.0%-18.8pp |
| Annual return | 22.91% | 38.48%-15.6pp | 31.81%-8.9pp | 220.34%-197.4pp |
| Employer contribution / active EE | $3,614 | $2,725+32.6% | $2,279+58.6% | $4,156-13.0% |
| Participant deferral / active EE | $5,349 | $4,640+15.3% | $4,048+32.2% | $6,407-16.5% |
| Admin fee / account holder | $4,331 | $10,129-57.2% | $8,703-50.2% | $12,270-64.7% |