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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 | $126,661+63.5% | $113,397+82.6% | $138,895+49.1% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.5%-14.0pp | 79.9%-17.4pp |
| Annual return | 12.48% | 25.05%-12.6pp | 23.20%-10.7pp | 145.39%-132.9pp |
| Employer contribution / active EE | $951 | $3,456-72.5% | $2,977-68.1% | $4,194-77.3% |
| Participant deferral / active EE | $7,009 | $5,693+23.1% | $5,076+38.1% | $6,396+9.6% |
| Admin fee / account holder | $15,133 | $14,549+4.0% | $11,957+26.6% | $12,562+20.5% |