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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 | $181,918 | $124,425+46.2% | $112,040+62.4% | $137,256+32.5% |
| Participation rate | 68.8% | 79.3%-10.6pp | 76.5%-7.7pp | 80.0%-11.2pp |
| Annual return | 18.34% | 24.72%-6.4pp | 24.52%-6.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,764 | $3,411-48.3% | $2,954-40.3% | $4,156-57.6% |
| Participant deferral / active EE | $5,090 | $5,718-11.0% | $5,098-0.1% | $6,407-20.5% |
| Admin fee / account holder | $21,623 | $15,207+42.2% | $12,098+78.7% | $12,270+76.2% |