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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 | $180,523 | $114,712+57.4% | $173,730+3.9% | $87,485+106.3% |
| Participation rate | 60.0% | 73.0%-13.0pp | 79.6%-19.6pp | 68.9%-8.9pp |
| Annual return | 13.95% | 20.18%-6.2pp | 19.96%-6.0pp | 26.06%-12.1pp |
| Employer contribution / active EE | $4,082 | $2,904+40.5% | $4,577-10.8% | $2,596+57.2% |
| Participant deferral / active EE | $7,940 | $4,642+71.1% | $6,326+25.5% | $4,274+85.8% |
| Admin fee / account holder | $4,325 | $10,210-57.6% | $17,523-75.3% | $7,775-44.4% |