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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 | $71,208+229.0% | $93,681+150.1% | $80,911+189.6% |
| Participation rate | 46.2% | 60.4%-14.2pp | 68.7%-22.6pp | 67.6%-21.5pp |
| Annual return | 23.97% | 11.27%+12.7pp | 133.47%-109.5pp | 35.63%-11.7pp |
| Employer contribution / active EE | $1,664 | $1,564+6.3% | $2,422-31.3% | $2,756-39.6% |
| Participant deferral / active EE | $4,599 | $4,035+14.0% | $4,415+4.2% | $4,297+7.0% |
| Admin fee / account holder | $1,033 | $6,951-85.1% | $8,290-87.5% | $6,935-85.1% |