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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 | $57,590+262.2% | $86,233+141.9% | $82,448+153.0% |
| Participation rate | 61.1% | 57.9%+3.2pp | 69.0%-7.9pp | 68.1%-7.0pp |
| Annual return | 21.20% | 22.41%-1.2pp | 61.39%-40.2pp | 41.64%-20.4pp |
| Employer contribution / active EE | $1,979 | $1,655+19.6% | $2,504-21.0% | $2,551-22.4% |
| Participant deferral / active EE | $5,793 | $3,080+88.1% | $4,559+27.1% | $4,139+40.0% |
| Admin fee / account holder | $892 | $4,730-81.1% | $8,342-89.3% | $7,234-87.7% |