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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 | $196,218 | $76,371+156.9% | $93,621+109.6% | $72,976+168.9% |
| Participation rate | 65.5% | 71.8%-6.2pp | 75.8%-10.3pp | 69.5%-4.0pp |
| Annual return | 18.43% | 25.82%-7.4pp | 32.76%-14.3pp | 81.02%-62.6pp |
| Employer contribution / active EE | $478 | $2,276-79.0% | $2,719-82.4% | $2,440-80.4% |
| Participant deferral / active EE | $3,262 | $3,538-7.8% | $4,070-19.8% | $3,608-9.6% |
| Admin fee / account holder | $7,930 | $6,839+15.9% | $7,890+0.5% | $5,124+54.7% |