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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 | $124,425+75.9% | $112,040+95.3% | $137,256+59.4% |
| Participation rate | 69.2% | 79.3%-10.1pp | 76.5%-7.3pp | 80.0%-10.7pp |
| Annual return | 14.19% | 24.72%-10.5pp | 24.52%-10.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,574 | $5,718+32.5% | $5,098+48.6% | $6,407+18.2% |
| Admin fee / account holder | $84,686 | $15,207+456.9% | $12,098+600.0% | $12,270+590.2% |