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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 | $115,931+102.3% | $185,441+26.5% | $86,983+169.7% |
| Participation rate | 56.7% | 73.6%-17.0pp | 80.3%-23.6pp | 69.5%-12.9pp |
| Annual return | 14.73% | 21.47%-6.7pp | 20.16%-5.4pp | 25.83%-11.1pp |
| Employer contribution / active EE | $2,240 | $2,937-23.7% | $4,672-52.1% | $2,584-13.3% |
| Participant deferral / active EE | $5,944 | $4,551+30.6% | $6,152-3.4% | $4,194+41.7% |
| Admin fee / account holder | $605 | $10,687-94.3% | $17,890-96.6% | $7,856-92.3% |