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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 | $88,996+116.7% | $78,004+147.2% | $138,895+38.8% |
| Participation rate | 55.0% | 74.4%-19.4pp | 69.4%-14.4pp | 79.9%-24.9pp |
| Annual return | 14.27% | 28.03%-13.8pp | 31.07%-16.8pp | 145.39%-131.1pp |
| Employer contribution / active EE | $2,283 | $2,917-21.7% | $2,469-7.5% | $4,194-45.6% |
| Participant deferral / active EE | $5,267 | $4,724+11.5% | $4,092+28.7% | $6,396-17.7% |
| Admin fee / account holder | $9,505 | $8,807+7.9% | $7,578+25.4% | $12,562-24.3% |