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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 | $190,224 | $161,352+17.9% | $134,172+41.8% | $137,256+38.6% |
| Participation rate | 66.7% | 78.3%-11.6pp | 72.5%-5.8pp | 80.0%-13.3pp |
| Annual return | 13.62% | 28.72%-15.1pp | 25.30%-11.7pp | 220.34%-206.7pp |
| Employer contribution / active EE | $916 | $4,099-77.7% | $3,420-73.2% | $4,156-78.0% |
| Participant deferral / active EE | $11,236 | $5,552+102.4% | $4,690+139.5% | $6,407+75.4% |
| Admin fee / account holder | $7,387 | $15,028-50.8% | $12,016-38.5% | $12,270-39.8% |