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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 | $230,647 | $100,194+130.2% | $122,979+87.6% | $86,983+165.2% |
| Participation rate | 44.2% | 73.0%-28.8pp | 77.2%-33.0pp | 69.5%-25.4pp |
| Annual return | 19.10% | 16.47%+2.6pp | 20.12%-1.0pp | 25.83%-6.7pp |
| Employer contribution / active EE | $1,458 | $2,326-37.3% | $3,062-52.4% | $2,584-43.6% |
| Participant deferral / active EE | $4,013 | $4,133-2.9% | $5,003-19.8% | $4,194-4.3% |
| Admin fee / account holder | $15,460 | $10,148+52.3% | $12,864+20.2% | $7,856+96.8% |