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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 | $195,257 | $55,932+249.1% | $76,735+154.5% | $67,986+187.2% |
| Participation rate | 52.0% | 50.8%+1.2pp | 69.5%-17.5pp | 57.2%-5.2pp |
| Annual return | 17.01% | 23.10%-6.1pp | 29.77%-12.8pp | 31.67%-14.7pp |
| Employer contribution / active EE | $3,407 | $1,487+129.2% | $2,454+38.8% | $2,019+68.8% |
| Participant deferral / active EE | $4,738 | $2,558+85.2% | $4,088+15.9% | $3,358+41.1% |
| Admin fee / account holder | $10,736 | $4,907+118.8% | $7,189+49.3% | $3,203+235.2% |