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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 | $203,960 | $97,550+109.1% | $120,344+69.5% | $87,485+133.1% |
| Participation rate | 33.3% | 72.8%-39.5pp | 76.7%-43.4pp | 68.9%-35.6pp |
| Annual return | 18.19% | 18.41%-0.2pp | 20.30%-2.1pp | 26.06%-7.9pp |
| Employer contribution / active EE | $2,560 | $2,291+11.8% | $3,020-15.2% | $2,596-1.4% |
| Participant deferral / active EE | $3,459 | $4,230-18.2% | $5,135-32.6% | $4,274-19.1% |
| Admin fee / account holder | $1,210 | $9,543-87.3% | $12,742-90.5% | $7,775-84.4% |