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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 | $200,167 | $71,057+181.7% | $93,654+113.7% | $80,874+147.5% |
| Participation rate | 37.5% | 60.4%-22.9pp | 68.7%-31.2pp | 67.6%-30.1pp |
| Annual return | 15.78% | 11.26%+4.5pp | 133.34%-117.6pp | 35.62%-19.8pp |
| Employer contribution / active EE | $2,204 | $1,564+41.0% | $2,421-8.9% | $2,756-20.0% |
| Participant deferral / active EE | $4,857 | $4,034+20.4% | $4,413+10.1% | $4,297+13.0% |
| Admin fee / account holder | $26,059 | $6,944+275.3% | $8,282+214.6% | $6,935+275.7% |