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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 | $220,103 | $136,860+60.8% | $120,344+82.9% | $154,746+42.2% |
| Participation rate | 20.0% | 79.9%-59.9pp | 76.7%-56.7pp | 80.7%-60.7pp |
| Annual return | 18.43% | 21.38%-2.9pp | 20.30%-1.9pp | 172.34%-153.9pp |
| Employer contribution / active EE | $3,087 | $3,533-12.6% | $3,020+2.2% | $4,379-29.5% |
| Participant deferral / active EE | $4,252 | $5,793-26.6% | $5,135-17.2% | $6,730-36.8% |
| Admin fee / account holder | $1,080 | $15,393-93.0% | $12,742-91.5% | $14,365-92.5% |