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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 | $234,556 | $114,712+104.5% | $173,730+35.0% | $87,485+168.1% |
| Participation rate | 56.7% | 73.0%-16.3pp | 79.6%-22.9pp | 68.9%-12.3pp |
| Annual return | 14.73% | 20.18%-5.5pp | 19.96%-5.2pp | 26.06%-11.3pp |
| Employer contribution / active EE | $2,240 | $2,904-22.9% | $4,577-51.1% | $2,596-13.7% |
| Participant deferral / active EE | $5,944 | $4,642+28.1% | $6,326-6.0% | $4,274+39.1% |
| Admin fee / account holder | $605 | $10,210-94.1% | $17,523-96.5% | $7,775-92.2% |