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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 | $230,216 | $212,777+8.2% | $173,703+32.5% | $198,609+15.9% |
| Participation rate | 57.1% | 81.1%-23.9pp | 75.9%-18.8pp | 82.4%-25.2pp |
| Annual return | 9.82% | 18.82%-9.0pp | 17.46%-7.6pp | 202.70%-192.9pp |
| Employer contribution / active EE | $3,354 | $5,214-35.7% | $4,288-21.8% | $5,055-33.7% |
| Participant deferral / active EE | $2,938 | $5,697-48.4% | $4,854-39.5% | $6,977-57.9% |
| Admin fee / account holder | $73,567 | $19,536+276.6% | $15,562+372.7% | $19,030+286.6% |