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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 | $216,750 | $162,967+33.0% | $135,792+59.6% | $138,895+56.1% |
| Participation rate | 60.0% | 78.3%-18.3pp | 72.6%-12.6pp | 79.9%-19.9pp |
| Annual return | 15.28% | 30.08%-14.8pp | 25.96%-10.7pp | 145.39%-130.1pp |
| Employer contribution / active EE | $2,796 | $4,211-33.6% | $3,496-20.0% | $4,194-33.3% |
| Participant deferral / active EE | $2,937 | $5,640-47.9% | $4,759-38.3% | $6,396-54.1% |
| Admin fee / account holder | $1,703 | $15,306-88.9% | $12,266-86.1% | $12,562-86.4% |