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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 | $204,752 | $123,155+66.3% | $108,753+88.3% | $155,188+31.9% |
| Participation rate | 60.0% | 75.6%-15.6pp | 71.1%-11.1pp | 80.8%-20.8pp |
| Annual return | 16.27% | 44.73%-28.5pp | 37.47%-21.2pp | 148.84%-132.6pp |
| Employer contribution / active EE | $2,184 | $2,811-22.3% | $2,427-10.0% | $4,248-48.6% |
| Participant deferral / active EE | $5,803 | $4,623+25.5% | $4,115+41.0% | $6,531-11.1% |
| Admin fee / account holder | $14,336 | $12,126+18.2% | $10,320+38.9% | $14,480-1.0% |