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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 | $200,475 | $93,617+114.1% | $135,982+47.4% | $75,177+166.7% |
| Participation rate | 64.0% | 75.2%-11.2pp | 81.9%-17.9pp | 67.2%-3.2pp |
| Annual return | 21.64% | 30.89%-9.2pp | 68.32%-46.7pp | 160.75%-139.1pp |
| Employer contribution / active EE | $3,015 | $3,538-14.8% | $4,859-38.0% | $2,671+12.9% |
| Participant deferral / active EE | $6,568 | $6,406+2.5% | $7,760-15.4% | $4,126+59.2% |
| Admin fee / account holder | $6,973 | $6,980-0.1% | $10,767-35.2% | $5,651+23.4% |