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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 | $94,436+148.4% | $115,599+102.9% | $82,637+183.8% |
| Participation rate | 67.6% | 70.4%-2.9pp | 74.3%-6.7pp | 68.1%-0.5pp |
| Annual return | 13.72% | 18.37%-4.7pp | 111.10%-97.4pp | 53.51%-39.8pp |
| Employer contribution / active EE | $2,205 | $2,324-5.1% | $2,955-25.4% | $2,552-13.6% |
| Participant deferral / active EE | $3,856 | $3,955-2.5% | $4,889-21.1% | $4,126-6.5% |
| Admin fee / account holder | $5,638 | $10,328-45.4% | $12,841-56.1% | $7,339-23.2% |