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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 | $108,825+124.3% | $156,181+56.3% | $82,448+196.0% |
| Participation rate | 64.5% | 72.4%-7.9pp | 78.8%-14.3pp | 68.1%-3.6pp |
| Annual return | 15.31% | 20.59%-5.3pp | 64.87%-49.6pp | 41.64%-26.3pp |
| Employer contribution / active EE | $2,335 | $2,870-18.6% | $4,294-45.6% | $2,551-8.5% |
| Participant deferral / active EE | $6,544 | $4,577+43.0% | $6,132+6.7% | $4,139+58.1% |
| Admin fee / account holder | $2,660 | $9,341-71.5% | $14,586-81.8% | $7,234-63.2% |