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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 | $192,821 | $106,588+80.9% | $94,215+104.7% | $155,188+24.2% |
| Participation rate | 55.0% | 74.3%-19.3pp | 70.0%-15.0pp | 80.8%-25.8pp |
| Annual return | 14.27% | 29.39%-15.1pp | 28.22%-14.0pp | 148.84%-134.6pp |
| Employer contribution / active EE | $2,283 | $3,080-25.9% | $2,675-14.7% | $4,248-46.3% |
| Participant deferral / active EE | $5,267 | $4,802+9.7% | $4,276+23.2% | $6,531-19.4% |
| Admin fee / account holder | $9,505 | $12,281-22.6% | $10,216-7.0% | $14,480-34.4% |