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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 | $213,024 | $126,661+68.2% | $113,397+87.9% | $138,895+53.4% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.5%-16.5pp | 79.9%-19.9pp |
| Annual return | 16.29% | 25.05%-8.8pp | 23.20%-6.9pp | 145.39%-129.1pp |
| Employer contribution / active EE | $1,757 | $3,456-49.2% | $2,977-41.0% | $4,194-58.1% |
| Participant deferral / active EE | $13,200 | $5,693+131.9% | $5,076+160.0% | $6,396+106.4% |
| Admin fee / account holder | $24,737 | $14,549+70.0% | $11,957+106.9% | $12,562+96.9% |