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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 | $224,952 | $78,015+188.3% | $178,505+26.0% | $80,959+177.9% |
| Participation rate | 44.1% | 65.7%-21.6pp | 77.1%-33.0pp | 67.7%-23.6pp |
| Annual return | 10.99% | 18.10%-7.1pp | 27.16%-16.2pp | 35.67%-24.7pp |
| Employer contribution / active EE | $2,333 | $2,281+2.3% | $3,955-41.0% | $2,757-15.4% |
| Participant deferral / active EE | $7,258 | $4,406+64.7% | $6,280+15.6% | $4,300+68.8% |
| Admin fee / account holder | $1,006 | $7,160-85.9% | $10,428-90.4% | $6,925-85.5% |