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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 | $209,793 | $86,298+143.1% | $111,308+88.5% | $85,847+144.4% |
| Participation rate | 64.1% | 73.3%-9.2pp | 77.3%-13.2pp | 69.3%-5.2pp |
| Annual return | 12.86% | 19.99%-7.1pp | 54.67%-41.8pp | 318.61%-305.7pp |
| Employer contribution / active EE | $2,228 | $2,044+9.0% | $2,732-18.5% | $2,565-13.2% |
| Participant deferral / active EE | $3,594 | $3,641-1.3% | $4,487-19.9% | $3,952-9.1% |
| Admin fee / account holder | $881 | $8,189-89.2% | $7,965-88.9% | $6,261-85.9% |