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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 | $232,092 | $106,749+117.4% | $145,433+59.6% | $82,448+181.5% |
| Participation rate | 64.3% | 75.6%-11.4pp | 82.1%-17.8pp | 68.1%-3.8pp |
| Annual return | 15.43% | 27.59%-12.2pp | 66.58%-51.2pp | 41.64%-26.2pp |
| Employer contribution / active EE | $2,952 | $3,444-14.3% | $4,554-35.2% | $2,551+15.7% |
| Participant deferral / active EE | $5,626 | $6,519-13.7% | $7,897-28.8% | $4,139+35.9% |
| Admin fee / account holder | $2,487 | $8,390-70.4% | $13,129-81.1% | $7,234-65.6% |