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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 | $184,107 | $116,167+58.5% | $64,489+185.5% | $137,256+34.1% |
| Participation rate | 66.7% | 68.2%-1.5pp | 67.7%-1.0pp | 80.0%-13.3pp |
| Annual return | 16.65% | 36.55%-19.9pp | 55.03%-38.4pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,368 | $2,483-4.6% | $1,523+55.5% | $4,156-43.0% |
| Participant deferral / active EE | $11,074 | $4,215+162.7% | $2,778+298.6% | $6,407+72.9% |
| Admin fee / account holder | $12,969 | $6,188+109.6% | $4,260+204.4% | $12,270+5.7% |