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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 | $234,291 | $71,215+229.0% | $93,696+150.1% | $80,935+189.5% |
| Participation rate | 46.2% | 60.4%-14.2pp | 68.7%-22.6pp | 67.7%-21.5pp |
| Annual return | 23.97% | 11.27%+12.7pp | 133.74%-109.8pp | 35.66%-11.7pp |
| Employer contribution / active EE | $1,664 | $1,565+6.3% | $2,422-31.3% | $2,757-39.7% |
| Participant deferral / active EE | $4,599 | $4,037+13.9% | $4,417+4.1% | $4,299+7.0% |
| Admin fee / account holder | $1,033 | $6,958-85.2% | $8,287-87.5% | $6,924-85.1% |