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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 | $74,535+218.1% | $100,712+135.4% | $82,637+186.9% |
| Participation rate | 14.0% | 61.2%-47.2pp | 69.3%-55.3pp | 68.1%-54.1pp |
| Annual return | 18.58% | 18.92%-0.3pp | 33.27%-14.7pp | 53.51%-34.9pp |
| Employer contribution / active EE | $1,874 | $1,503+24.7% | $2,313-19.0% | $2,552-26.6% |
| Participant deferral / active EE | $2,054 | $3,074-33.2% | $4,085-49.7% | $4,126-50.2% |
| Admin fee / account holder | $9,939 | $6,576+51.1% | $9,256+7.4% | $7,339+35.4% |