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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 | $201,695 | $93,055+116.7% | $153,741+31.2% | $80,959+149.1% |
| Participation rate | 62.1% | 69.0%-6.9pp | 77.1%-15.0pp | 67.7%-5.6pp |
| Annual return | 13.04% | 19.97%-6.9pp | 15.71%-2.7pp | 35.67%-22.6pp |
| Employer contribution / active EE | $4,036 | $3,504+15.2% | $5,042-19.9% | $2,757+46.4% |
| Participant deferral / active EE | $7,959 | $5,172+53.9% | $6,757+17.8% | $4,300+85.1% |
| Admin fee / account holder | $8,260 | $8,881-7.0% | $12,749-35.2% | $6,925+19.3% |