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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 | $77,814+203.8% | $158,223+49.4% | $86,983+171.7% |
| Participation rate | 63.9% | 68.4%-4.5pp | 79.2%-15.3pp | 69.5%-5.7pp |
| Annual return | 13.72% | 30.54%-16.8pp | 52.09%-38.4pp | 25.83%-12.1pp |
| Employer contribution / active EE | $3,193 | $2,592+23.2% | $4,109-22.3% | $2,584+23.5% |
| Participant deferral / active EE | $6,539 | $3,270+100.0% | $5,467+19.6% | $4,194+55.9% |
| Admin fee / account holder | $4,521 | $5,879-23.1% | $16,047-71.8% | $7,856-42.5% |