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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 | $220,103 | $124,425+76.9% | $112,040+96.5% | $137,256+60.4% |
| Participation rate | 20.0% | 79.3%-59.3pp | 76.5%-56.5pp | 80.0%-60.0pp |
| Annual return | 18.43% | 24.72%-6.3pp | 24.52%-6.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $3,087 | $3,411-9.5% | $2,954+4.5% | $4,156-25.7% |
| Participant deferral / active EE | $4,252 | $5,718-25.6% | $5,098-16.6% | $6,407-33.6% |
| Admin fee / account holder | $1,080 | $15,207-92.9% | $12,098-91.1% | $12,270-91.2% |