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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 | $189,311 | $86,949+117.7% | $102,460+84.8% | $80,959+133.8% |
| Participation rate | 56.5% | 72.4%-15.9pp | 76.5%-20.0pp | 67.7%-11.1pp |
| Annual return | 11.93% | 18.89%-7.0pp | 29.47%-17.5pp | 35.67%-23.7pp |
| Employer contribution / active EE | $4,001 | $2,370+68.9% | $3,025+32.3% | $2,757+45.1% |
| Participant deferral / active EE | $5,883 | $4,121+42.8% | $5,056+16.4% | $4,300+36.8% |
| Admin fee / account holder | $13,565 | $8,048+68.6% | $9,460+43.4% | $6,925+95.9% |