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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 | $189,224 | $107,733+75.6% | $92,985+103.5% | $154,746+22.3% |
| Participation rate | 62.5% | 74.6%-12.1pp | 69.5%-7.0pp | 80.7%-18.2pp |
| Annual return | 10.57% | 30.39%-19.8pp | 27.99%-17.4pp | 172.34%-161.8pp |
| Employer contribution / active EE | $2,291 | $3,126-26.7% | $2,662-13.9% | $4,379-47.7% |
| Participant deferral / active EE | $7,950 | $5,053+57.3% | $4,377+81.6% | $6,730+18.1% |
| Admin fee / account holder | $92,259 | $11,369+711.5% | $9,463+874.9% | $14,365+542.2% |