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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 | $106,974+68.2% | $90,796+98.2% | $138,895+29.5% |
| Participation rate | 33.3% | 74.9%-41.5pp | 69.5%-36.2pp | 79.9%-46.6pp |
| Annual return | 10.06% | 20.10%-10.0pp | 19.29%-9.2pp | 145.39%-135.3pp |
| Employer contribution / active EE | $2,180 | $2,609-16.4% | $2,294-4.9% | $4,194-48.0% |
| Participant deferral / active EE | $4,243 | $4,455-4.8% | $3,822+11.0% | $6,396-33.7% |
| Admin fee / account holder | $18,687 | $8,626+116.6% | $7,024+166.1% | $12,562+48.8% |