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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 | $222,122 | $110,240+101.5% | $96,544+130.1% | $139,487+59.2% |
| Participation rate | 69.2% | 78.1%-8.9pp | 76.0%-6.8pp | 80.3%-11.1pp |
| Annual return | 10.85% | 26.41%-15.6pp | 25.88%-15.0pp | 373.84%-363.0pp |
| Employer contribution / active EE | $2,675 | $3,622-26.2% | $2,966-9.8% | $4,755-43.7% |
| Participant deferral / active EE | $3,730 | $5,549-32.8% | $4,851-23.1% | $6,713-44.4% |
| Admin fee / account holder | $4,615 | $11,602-60.2% | $8,254-44.1% | $11,407-59.5% |