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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 | $194,281 | $105,284+84.5% | $150,734+28.9% | $94,015+106.6% |
| Participation rate | 59.3% | 71.7%-12.5pp | 78.4%-19.2pp | 70.8%-11.6pp |
| Annual return | 12.64% | 15.67%-3.0pp | 600.81%-588.2pp | 17.84%-5.2pp |
| Employer contribution / active EE | $2,564 | $3,599-28.8% | $4,918-47.9% | $2,790-8.1% |
| Participant deferral / active EE | $6,672 | $4,274+56.1% | $5,610+18.9% | $4,249+57.0% |
| Admin fee / account holder | $6,777 | $9,839-31.1% | $14,905-54.5% | $8,951-24.3% |