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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 | $191,535 | $67,602+183.3% | $82,312+132.7% | $70,126+173.1% |
| Participation rate | 65.5% | 72.8%-7.3pp | 76.9%-11.4pp | 69.5%-4.0pp |
| Annual return | 12.68% | 21.57%-8.9pp | 25.88%-13.2pp | 73.15%-60.5pp |
| Employer contribution / active EE | $2,887 | $1,755+64.5% | $2,428+18.9% | $2,343+23.2% |
| Participant deferral / active EE | $4,707 | $2,987+57.6% | $3,706+27.0% | $3,332+41.3% |
| Admin fee / account holder | $8,422 | $4,512+86.7% | $5,608+50.2% | $4,645+81.3% |