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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 | $203,227 | $92,798+119.0% | $96,707+110.1% | $137,256+48.1% |
| Participation rate | 66.7% | 81.6%-15.0pp | 80.4%-13.7pp | 80.0%-13.3pp |
| Annual return | 14.52% | 31.24%-16.7pp | 34.78%-20.3pp | 220.34%-205.8pp |
| Employer contribution / active EE | $4,534 | $4,147+9.3% | $4,191+8.2% | $4,156+9.1% |
| Participant deferral / active EE | $10,865 | $5,877+84.9% | $5,997+81.2% | $6,407+69.6% |
| Admin fee / account holder | $56,958 | $7,946+616.9% | $7,503+659.2% | $12,270+364.2% |