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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 | $71,215+181.1% | $93,696+113.6% | $80,935+147.3% |
| Participation rate | 37.5% | 60.4%-22.9pp | 68.7%-31.2pp | 67.7%-30.2pp |
| Annual return | 15.78% | 11.27%+4.5pp | 133.74%-118.0pp | 35.66%-19.9pp |
| Employer contribution / active EE | $2,204 | $1,565+40.8% | $2,422-9.0% | $2,757-20.0% |
| Participant deferral / active EE | $4,857 | $4,037+20.3% | $4,417+10.0% | $4,299+13.0% |
| Admin fee / account holder | $26,059 | $6,958+274.5% | $8,287+214.5% | $6,924+276.3% |