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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 | $162,967+41.3% | $135,792+69.5% | $138,895+65.7% |
| Participation rate | 57.1% | 78.3%-21.2pp | 72.6%-15.4pp | 79.9%-22.8pp |
| Annual return | 9.82% | 30.08%-20.3pp | 25.96%-16.1pp | 145.39%-135.6pp |
| Employer contribution / active EE | $3,354 | $4,211-20.4% | $3,496-4.1% | $4,194-20.0% |
| Participant deferral / active EE | $2,938 | $5,640-47.9% | $4,759-38.3% | $6,396-54.1% |
| Admin fee / account holder | $73,567 | $15,306+380.6% | $12,266+499.8% | $12,562+485.6% |