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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 | $218,661 | $106,524+105.3% | $152,301+43.6% | $87,485+149.9% |
| Participation rate | 63.6% | 75.8%-12.1pp | 82.4%-18.8pp | 68.9%-5.3pp |
| Annual return | 17.13% | 26.89%-9.8pp | 80.50%-63.4pp | 26.06%-8.9pp |
| Employer contribution / active EE | $6,029 | $3,371+78.8% | $4,624+30.4% | $2,596+132.2% |
| Participant deferral / active EE | $10,062 | $6,525+54.2% | $8,004+25.7% | $4,274+135.4% |
| Admin fee / account holder | $18,765 | $8,287+126.4% | $14,398+30.3% | $7,775+141.4% |