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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 | $188,413 | $69,444+171.3% | $92,985+102.6% | $87,485+115.4% |
| Participation rate | 60.0% | 63.3%-3.3pp | 69.5%-9.5pp | 68.9%-8.9pp |
| Annual return | 13.16% | 23.85%-10.7pp | 27.99%-14.8pp | 26.06%-12.9pp |
| Employer contribution / active EE | $2,597 | $1,917+35.4% | $2,662-2.5% | $2,5960% |
| Participant deferral / active EE | $4,309 | $3,364+28.1% | $4,377-1.5% | $4,274+0.8% |
| Admin fee / account holder | $580 | $6,137-90.5% | $9,463-93.9% | $7,775-92.5% |