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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 | $208,600 | $58,057+259.3% | $97,032+115.0% | $86,983+139.8% |
| Participation rate | 61.1% | 60.4%+0.7pp | 71.6%-10.5pp | 69.5%-8.4pp |
| Annual return | 21.20% | 22.26%-1.1pp | 35.38%-14.2pp | 25.83%-4.6pp |
| Employer contribution / active EE | $1,979 | $1,663+19.0% | $2,629-24.7% | $2,584-23.4% |
| Participant deferral / active EE | $5,793 | $3,244+78.6% | $4,672+24.0% | $4,194+38.1% |
| Admin fee / account holder | $892 | $4,839-81.6% | $9,418-90.5% | $7,856-88.6% |