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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 | $227,112 | $57,073+297.9% | $85,126+166.8% | $80,925+180.6% |
| Participation rate | 55.6% | 56.4%-0.8pp | 67.5%-12.0pp | 67.7%-12.1pp |
| Annual return | 12.53% | 21.69%-9.2pp | 66.63%-54.1pp | 35.65%-23.1pp |
| Employer contribution / active EE | $1,860 | $1,801+3.3% | $2,731-31.9% | $2,756-32.5% |
| Participant deferral / active EE | $5,772 | $3,113+85.4% | $4,523+27.6% | $4,299+34.3% |
| Admin fee / account holder | $9,296 | $4,988+86.4% | $6,160+50.9% | $6,940+33.9% |