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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 | $218,854 | $167,415+30.7% | $140,514+55.8% | $198,609+10.2% |
| Participation rate | 69.2% | 80.9%-11.7pp | 77.8%-8.6pp | 82.4%-13.1pp |
| Annual return | 14.19% | 13.85%+0.3pp | 14.36%-0.2pp | 202.70%-188.5pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $7,574 | $5,579+35.8% | $4,919+54.0% | $6,977+8.6% |
| Admin fee / account holder | $84,686 | $16,730+406.2% | $13,697+518.3% | $19,030+345.0% |