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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 | $191,382 | $115,225+66.1% | $100,712+90.0% | $138,895+37.8% |
| Participation rate | 66.7% | 74.3%-7.7pp | 69.3%-2.6pp | 79.9%-13.3pp |
| Annual return | 14.66% | 40.35%-25.7pp | 33.27%-18.6pp | 145.39%-130.7pp |
| Employer contribution / active EE | $2,157 | $2,771-22.2% | $2,313-6.7% | $4,194-48.6% |
| Participant deferral / active EE | $13,818 | $4,699+194.1% | $4,085+238.3% | $6,396+116.0% |
| Admin fee / account holder | $1,757 | $10,844-83.8% | $9,256-81.0% | $12,562-86.0% |