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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 | $236,373 | $76,407+209.4% | $150,298+57.3% | $82,448+186.7% |
| Participation rate | 63.9% | 66.4%-2.5pp | 77.8%-13.9pp | 68.1%-4.2pp |
| Annual return | 13.72% | 39.99%-26.3pp | 62.79%-49.1pp | 41.64%-27.9pp |
| Employer contribution / active EE | $3,193 | $2,614+22.1% | $4,154-23.1% | $2,551+25.2% |
| Participant deferral / active EE | $6,539 | $3,214+103.4% | $5,453+19.9% | $4,139+58.0% |
| Admin fee / account holder | $4,521 | $6,352-28.8% | $14,116-68.0% | $7,234-37.5% |