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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 | $223,307 | $77,574+187.9% | $108,753+105.3% | $86,983+156.7% |
| Participation rate | 60.0% | 62.3%-2.3pp | 71.1%-11.1pp | 69.5%-9.5pp |
| Annual return | 12.12% | 18.42%-6.3pp | 37.47%-25.4pp | 25.83%-13.7pp |
| Employer contribution / active EE | $1,668 | $1,611+3.6% | $2,427-31.3% | $2,584-35.5% |
| Participant deferral / active EE | $4,248 | $3,128+35.8% | $4,115+3.2% | $4,194+1.3% |
| Admin fee / account holder | $4,911 | $6,529-24.8% | $10,320-52.4% | $7,856-37.5% |