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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 | $192,680 | $57,590+234.6% | $86,233+123.4% | $82,448+133.7% |
| Participation rate | 57.7% | 57.9%-0.2pp | 69.0%-11.3pp | 68.1%-10.4pp |
| Annual return | 17.95% | 22.41%-4.5pp | 61.39%-43.4pp | 41.64%-23.7pp |
| Employer contribution / active EE | $1,473 | $1,655-11.0% | $2,504-41.2% | $2,551-42.3% |
| Participant deferral / active EE | $3,836 | $3,080+24.6% | $4,559-15.9% | $4,139-7.3% |
| Admin fee / account holder | $7,675 | $4,730+62.2% | $8,342-8.0% | $7,234+6.1% |