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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 | $100,194+103.6% | $122,979+65.8% | $86,983+134.5% |
| Participation rate | 33.3% | 73.0%-39.6pp | 77.2%-43.9pp | 69.5%-36.2pp |
| Annual return | 18.19% | 16.47%+1.7pp | 20.12%-1.9pp | 25.83%-7.6pp |
| Employer contribution / active EE | $2,560 | $2,326+10.1% | $3,062-16.4% | $2,584-0.9% |
| Participant deferral / active EE | $3,459 | $4,133-16.3% | $5,003-30.9% | $4,194-17.5% |
| Admin fee / account holder | $1,210 | $10,148-88.1% | $12,864-90.6% | $7,856-84.6% |