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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 | $227,401 | $64,462+252.8% | $81,482+179.1% | $80,911+181.1% |
| Participation rate | 51.7% | 63.9%-12.2pp | 69.5%-17.8pp | 67.6%-15.9pp |
| Annual return | 11.16% | 16.35%-5.2pp | 24.79%-13.6pp | 35.63%-24.5pp |
| Employer contribution / active EE | $1,996 | $1,979+0.9% | $2,463-19.0% | $2,756-27.6% |
| Participant deferral / active EE | $2,746 | $3,094-11.3% | $3,885-29.3% | $4,297-36.1% |
| Admin fee / account holder | $1,941 | $5,678-65.8% | $5,761-66.3% | $6,935-72.0% |