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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 | $198,635 | $101,778+95.2% | $164,975+20.4% | $80,925+145.5% |
| Participation rate | 36.7% | 71.8%-35.2pp | 78.6%-41.9pp | 67.7%-31.0pp |
| Annual return | 17.57% | 16.73%+0.8pp | 70.12%-52.5pp | 35.65%-18.1pp |
| Employer contribution / active EE | $2,515 | $2,954-14.9% | $4,343-42.1% | $2,756-8.8% |
| Participant deferral / active EE | $4,086 | $4,477-8.7% | $6,033-32.3% | $4,299-5.0% |
| Admin fee / account holder | $4,435 | $8,221-46.1% | $12,688-65.0% | $6,940-36.1% |