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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 | $216,679 | $116,167+86.5% | $64,489+236.0% | $137,256+57.9% |
| Participation rate | 60.0% | 68.2%-8.2pp | 67.7%-7.7pp | 80.0%-20.0pp |
| Annual return | 15.67% | 36.55%-20.9pp | 55.03%-39.4pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,102 | $2,483-15.3% | $1,523+38.0% | $4,156-49.4% |
| Participant deferral / active EE | $5,022 | $4,215+19.2% | $2,778+80.8% | $6,407-21.6% |
| Admin fee / account holder | $17,877 | $6,188+188.9% | $4,260+319.7% | $12,270+45.7% |