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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 | $234,532 | $94,031+149.4% | $115,768+102.6% | $82,448+184.5% |
| Participation rate | 67.6% | 70.4%-2.9pp | 74.4%-6.8pp | 68.1%-0.5pp |
| Annual return | 13.72% | 20.61%-6.9pp | 100.46%-86.7pp | 41.64%-27.9pp |
| Employer contribution / active EE | $2,205 | $2,323-5.1% | $2,940-25.0% | $2,551-13.6% |
| Participant deferral / active EE | $3,856 | $3,972-2.9% | $4,917-21.6% | $4,139-6.8% |
| Admin fee / account holder | $5,638 | $10,249-45.0% | $12,439-54.7% | $7,234-22.1% |