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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 | $242,544 | $86,050+181.9% | $189,758+27.8% | $94,015+158.0% |
| Participation rate | 24.2% | 68.9%-44.7pp | 79.8%-55.6pp | 70.8%-46.6pp |
| Annual return | 15.52% | 17.77%-2.2pp | 52.62%-37.1pp | 17.84%-2.3pp |
| Employer contribution / active EE | $3,281 | $2,819+16.4% | $4,767-31.2% | $2,790+17.6% |
| Participant deferral / active EE | $6,724 | $3,349+100.8% | $5,856+14.8% | $4,249+58.2% |
| Admin fee / account holder | $4,146 | $6,627-37.4% | $20,388-79.7% | $8,951-53.7% |