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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 | $193,928 | $75,541+156.7% | $152,093+27.5% | $82,637+134.7% |
| Participation rate | 53.8% | 66.5%-12.7pp | 77.8%-23.9pp | 68.1%-14.2pp |
| Annual return | 13.42% | 32.56%-19.1pp | 66.36%-52.9pp | 53.51%-40.1pp |
| Employer contribution / active EE | $2,482 | $2,622-5.3% | $4,175-40.5% | $2,552-2.7% |
| Participant deferral / active EE | $4,057 | $3,206+26.5% | $5,451-25.6% | $4,126-1.7% |
| Admin fee / account holder | $2,512 | $6,405-60.8% | $14,497-82.7% | $7,339-65.8% |