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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 | $237,094 | $73,787+221.3% | $98,716+140.2% | $82,448+187.6% |
| Participation rate | 14.0% | 61.4%-47.5pp | 69.3%-55.3pp | 68.1%-54.1pp |
| Annual return | 18.58% | 18.57%0pp | 31.81%-13.2pp | 41.64%-23.1pp |
| Employer contribution / active EE | $1,874 | $1,511+24.0% | $2,279-17.8% | $2,551-26.6% |
| Participant deferral / active EE | $2,054 | $3,081-33.3% | $4,048-49.3% | $4,139-50.4% |
| Admin fee / account holder | $9,939 | $6,500+52.9% | $8,703+14.2% | $7,234+37.4% |