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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 | $234,699 | $156,616+49.9% | $133,346+76.0% | $198,609+18.2% |
| Participation rate | 60.0% | 77.7%-17.7pp | 72.8%-12.8pp | 82.4%-22.4pp |
| Annual return | 17.45% | 44.25%-26.8pp | 36.85%-19.4pp | 202.70%-185.3pp |
| Employer contribution / active EE | $3,019 | $3,368-10.4% | $2,853+5.8% | $5,055-40.3% |
| Participant deferral / active EE | $6,544 | $4,920+33.0% | $4,332+51.1% | $6,977-6.2% |
| Admin fee / account holder | $581 | $17,468-96.7% | $14,264-95.9% | $19,030-96.9% |