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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 | $168,895 | $72,272+133.7% | $101,264+66.8% | $79,858+111.5% |
| Participation rate | 59.7% | 68.5%-8.8pp | 75.8%-16.1pp | 69.6%-9.9pp |
| Annual return | 19.52% | 22.30%-2.8pp | 46.48%-27.0pp | 31.72%-12.2pp |
| Employer contribution / active EE | $2,220 | $2,692-17.5% | $3,660-39.3% | $2,471-10.1% |
| Participant deferral / active EE | $4,735 | $3,282+44.3% | $4,370+8.3% | $3,740+26.6% |
| Admin fee / account holder | $4,843 | $4,401+10.1% | $5,947-18.6% | $5,306-8.7% |