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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 | $58,627+221.4% | $76,735+145.5% | $82,448+128.5% |
| Participation rate | 60.0% | 63.2%-3.2pp | 69.5%-9.5pp | 68.1%-8.1pp |
| Annual return | 13.16% | 39.10%-25.9pp | 29.77%-16.6pp | 41.64%-28.5pp |
| Employer contribution / active EE | $2,597 | $1,729+50.2% | $2,454+5.8% | $2,551+1.8% |
| Participant deferral / active EE | $4,309 | $3,134+37.5% | $4,088+5.4% | $4,139+4.1% |
| Admin fee / account holder | $580 | $5,323-89.1% | $7,189-91.9% | $7,234-92.0% |