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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 | $72,471+160.0% | $94,215+100.0% | $86,983+116.6% |
| Participation rate | 60.0% | 63.9%-3.9pp | 70.0%-10.0pp | 69.5%-9.5pp |
| Annual return | 13.16% | 26.44%-13.3pp | 28.22%-15.1pp | 25.83%-12.7pp |
| Employer contribution / active EE | $2,597 | $1,936+34.1% | $2,675-2.9% | $2,584+0.5% |
| Participant deferral / active EE | $4,309 | $3,397+26.9% | $4,276+0.8% | $4,194+2.7% |
| Admin fee / account holder | $580 | $6,468-91.0% | $10,216-94.3% | $7,856-92.6% |