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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 | $178,729 | $124,425+43.6% | $112,040+59.5% | $137,256+30.2% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 13.78% | 24.72%-10.9pp | 24.52%-10.7pp | 220.34%-206.6pp |
| Employer contribution / active EE | $2,202 | $3,411-35.4% | $2,954-25.4% | $4,156-47.0% |
| Participant deferral / active EE | $5,090 | $5,718-11.0% | $5,098-0.1% | $6,407-20.5% |
| Admin fee / account holder | $2,684 | $15,207-82.3% | $12,098-77.8% | $12,270-78.1% |