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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 | $244,068 | $114,712+112.8% | $173,730+40.5% | $87,485+179.0% |
| Participation rate | 64.5% | 73.0%-8.5pp | 79.6%-15.1pp | 68.9%-4.4pp |
| Annual return | 15.31% | 20.18%-4.9pp | 19.96%-4.6pp | 26.06%-10.8pp |
| Employer contribution / active EE | $2,335 | $2,904-19.6% | $4,577-49.0% | $2,596-10.1% |
| Participant deferral / active EE | $6,544 | $4,642+41.0% | $6,326+3.4% | $4,274+53.1% |
| Admin fee / account holder | $2,660 | $10,210-73.9% | $17,523-84.8% | $7,775-65.8% |