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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 | $179,921 | $103,164+74.4% | $90,259+99.3% | $154,746+16.3% |
| Participation rate | 33.3% | 76.1%-42.8pp | 70.7%-37.4pp | 80.7%-47.4pp |
| Annual return | 10.06% | 19.25%-9.2pp | 18.88%-8.8pp | 172.34%-162.3pp |
| Employer contribution / active EE | $2,641 | $2,532+4.3% | $2,291+15.3% | $4,379-39.7% |
| Participant deferral / active EE | $3,782 | $4,422-14.5% | $3,827-1.2% | $6,730-43.8% |
| Admin fee / account holder | $18,687 | $8,593+117.5% | $7,267+157.1% | $14,365+30.1% |