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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 | $207,100 | $124,425+66.4% | $112,040+84.8% | $137,256+50.9% |
| Participation rate | 62.5% | 79.3%-16.8pp | 76.5%-14.0pp | 80.0%-17.5pp |
| Annual return | 12.48% | 24.72%-12.2pp | 24.52%-12.0pp | 220.34%-207.9pp |
| Employer contribution / active EE | $951 | $3,411-72.1% | $2,954-67.8% | $4,156-77.1% |
| Participant deferral / active EE | $7,009 | $5,718+22.6% | $5,098+37.5% | $6,407+9.4% |
| Admin fee / account holder | $15,133 | $15,207-0.5% | $12,098+25.1% | $12,270+23.3% |