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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 | $214,782 | $139,948+53.5% | $121,663+76.5% | $154,746+38.8% |
| Participation rate | 58.3% | 78.0%-19.7pp | 74.5%-16.2pp | 80.7%-22.4pp |
| Annual return | 17.05% | 230.52%-213.5pp | 147.54%-130.5pp | 172.34%-155.3pp |
| Employer contribution / active EE | $1,622 | $3,521-53.9% | $3,020-46.3% | $4,379-63.0% |
| Participant deferral / active EE | $7,733 | $5,629+37.4% | $4,887+58.2% | $6,730+14.9% |
| Admin fee / account holder | $1,535 | $17,321-91.1% | $14,289-89.3% | $14,365-89.3% |