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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 | $237,181 | $115,225+105.8% | $100,712+135.5% | $138,895+70.8% |
| Participation rate | 68.8% | 74.3%-5.6pp | 69.3%-0.5pp | 79.9%-11.2pp |
| Annual return | 18.37% | 40.35%-22.0pp | 33.27%-14.9pp | 145.39%-127.0pp |
| Employer contribution / active EE | $1,372 | $2,771-50.5% | $2,313-40.7% | $4,194-67.3% |
| Participant deferral / active EE | $6,097 | $4,699+29.7% | $4,085+49.2% | $6,396-4.7% |
| Admin fee / account holder | $1,191 | $10,844-89.0% | $9,256-87.1% | $12,562-90.5% |