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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 | $221,210 | $95,453+131.7% | $112,040+97.4% | $82,448+168.3% |
| Participation rate | 66.3% | 72.8%-6.5pp | 76.5%-10.2pp | 68.1%-1.8pp |
| Annual return | 18.20% | 23.92%-5.7pp | 24.52%-6.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $2,455 | $2,318+5.9% | $2,954-16.9% | $2,551-3.8% |
| Participant deferral / active EE | $5,307 | $4,224+25.6% | $5,098+4.1% | $4,139+28.2% |
| Admin fee / account holder | $19,449 | $9,013+115.8% | $12,098+60.8% | $7,234+168.8% |