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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 | $124,980+57.0% | $108,359+81.1% | $154,746+26.8% |
| Participation rate | 61.1% | 75.2%-14.1pp | 70.1%-9.0pp | 80.7%-19.6pp |
| Annual return | 22.91% | 45.00%-22.1pp | 36.89%-14.0pp | 172.34%-149.4pp |
| Employer contribution / active EE | $3,614 | $2,851+26.8% | $2,399+50.6% | $4,379-17.5% |
| Participant deferral / active EE | $5,349 | $4,743+12.8% | $4,137+29.3% | $6,730-20.5% |
| Admin fee / account holder | $4,331 | $11,502-62.3% | $9,741-55.5% | $14,365-69.8% |