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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 | $161,352+42.7% | $134,172+71.6% | $137,256+67.7% |
| Participation rate | 57.1% | 78.3%-21.1pp | 72.5%-15.3pp | 80.0%-22.8pp |
| Annual return | 9.82% | 28.72%-18.9pp | 25.30%-15.5pp | 220.34%-210.5pp |
| Employer contribution / active EE | $3,354 | $4,099-18.2% | $3,420-1.9% | $4,156-19.3% |
| Participant deferral / active EE | $2,938 | $5,552-47.1% | $4,690-37.4% | $6,407-54.1% |
| Admin fee / account holder | $73,567 | $15,028+389.5% | $12,016+512.2% | $12,270+499.6% |