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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 | $57,061+298.0% | $85,063+167.0% | $80,911+180.7% |
| Participation rate | 55.6% | 56.3%-0.8pp | 67.5%-11.9pp | 67.6%-12.1pp |
| Annual return | 12.53% | 21.66%-9.1pp | 66.54%-54.0pp | 35.63%-23.1pp |
| Employer contribution / active EE | $1,860 | $1,799+3.4% | $2,727-31.8% | $2,756-32.5% |
| Participant deferral / active EE | $5,772 | $3,110+85.6% | $4,523+27.6% | $4,297+34.3% |
| Admin fee / account holder | $9,296 | $4,986+86.4% | $6,155+51.0% | $6,935+34.1% |