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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 | $184,995 | $138,312+33.8% | $122,979+50.4% | $155,188+19.2% |
| Participation rate | 66.7% | 80.2%-13.5pp | 77.2%-10.5pp | 80.8%-14.1pp |
| Annual return | 14.14% | 22.06%-7.9pp | 20.12%-6.0pp | 148.84%-134.7pp |
| Employer contribution / active EE | $1,615 | $3,530-54.2% | $3,062-47.3% | $4,248-62.0% |
| Participant deferral / active EE | $4,140 | $5,592-26.0% | $5,003-17.3% | $6,531-36.6% |
| Admin fee / account holder | $75,277 | $15,089+398.9% | $12,864+485.2% | $14,480+419.9% |