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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 | $102,245+76.0% | $89,340+101.4% | $137,256+31.1% |
| Participation rate | 33.3% | 74.9%-41.6pp | 69.6%-36.2pp | 80.0%-46.6pp |
| Annual return | 10.06% | 21.89%-11.8pp | 20.57%-10.5pp | 220.34%-210.3pp |
| Employer contribution / active EE | $2,180 | $2,529-13.8% | $2,231-2.3% | $4,156-47.5% |
| Participant deferral / active EE | $4,243 | $4,436-4.4% | $3,823+11.0% | $6,407-33.8% |
| Admin fee / account holder | $18,687 | $8,085+131.1% | $6,704+178.8% | $12,270+52.3% |