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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 | $210,016 | $107,666+95.1% | $102,184+105.5% | $154,746+35.7% |
| Participation rate | 62.5% | 83.7%-21.2pp | 82.6%-20.1pp | 80.7%-18.2pp |
| Annual return | 11.65% | 29.33%-17.7pp | 31.58%-19.9pp | 172.34%-160.7pp |
| Employer contribution / active EE | $2,865 | $3,846-25.5% | $3,594-20.3% | $4,379-34.6% |
| Participant deferral / active EE | $5,866 | $8,719-32.7% | $8,309-29.4% | $6,730-12.8% |
| Admin fee / account holder | $26,667 | $12,943+106.0% | $11,609+129.7% | $14,365+85.6% |