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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 | $104,098+95.9% | $140,514+45.2% | $94,015+116.9% |
| Participation rate | 33.3% | 73.7%-40.4pp | 77.8%-44.5pp | 70.8%-37.5pp |
| Annual return | 18.19% | 15.14%+3.1pp | 14.36%+3.8pp | 17.84%+0.3pp |
| Employer contribution / active EE | $2,560 | $2,388+7.2% | $3,378-24.2% | $2,790-8.2% |
| Participant deferral / active EE | $3,459 | $4,033-14.2% | $4,919-29.7% | $4,249-18.6% |
| Admin fee / account holder | $1,210 | $10,439-88.4% | $13,697-91.2% | $8,951-86.5% |