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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 | $180,693 | $126,661+42.7% | $113,397+59.3% | $138,895+30.1% |
| Participation rate | 68.2% | 79.4%-11.3pp | 76.5%-8.3pp | 79.9%-11.7pp |
| Annual return | 13.68% | 25.05%-11.4pp | 23.20%-9.5pp | 145.39%-131.7pp |
| Employer contribution / active EE | $2,335 | $3,456-32.4% | $2,977-21.6% | $4,194-44.3% |
| Participant deferral / active EE | $4,552 | $5,693-20.0% | $5,076-10.3% | $6,396-28.8% |
| Admin fee / account holder | $6,446 | $14,549-55.7% | $11,957-46.1% | $12,562-48.7% |