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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 | $233,597 | $124,980+86.9% | $108,359+115.6% | $154,746+51.0% |
| Participation rate | 62.5% | 75.2%-12.7pp | 70.1%-7.6pp | 80.7%-18.2pp |
| Annual return | 13.44% | 45.00%-31.6pp | 36.89%-23.5pp | 172.34%-158.9pp |
| Employer contribution / active EE | $5,265 | $2,851+84.7% | $2,399+119.4% | $4,379+20.2% |
| Participant deferral / active EE | $10,201 | $4,743+115.1% | $4,137+146.6% | $6,730+51.6% |
| Admin fee / account holder | $1,980 | $11,502-82.8% | $9,741-79.7% | $14,365-86.2% |