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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 | $244,843 | $95,453+156.5% | $112,040+118.5% | $82,448+197.0% |
| Participation rate | 56.7% | 72.8%-16.1pp | 76.5%-19.8pp | 68.1%-11.4pp |
| Annual return | 16.67% | 23.92%-7.3pp | 24.52%-7.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $2,533 | $2,318+9.3% | $2,954-14.3% | $2,551-0.7% |
| Participant deferral / active EE | $6,180 | $4,224+46.3% | $5,098+21.2% | $4,139+49.3% |
| Admin fee / account holder | $556 | $9,013-93.8% | $12,098-95.4% | $7,234-92.3% |