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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 | $246,923 | $72,486+240.7% | $87,103+183.5% | $72,976+238.4% |
| Participation rate | 55.6% | 72.8%-17.3pp | 76.9%-21.3pp | 69.5%-13.9pp |
| Annual return | 27.16% | 24.46%+2.7pp | 28.19%-1.0pp | 81.02%-53.9pp |
| Employer contribution / active EE | $1,873 | $1,894-1.1% | $2,521-25.7% | $2,440-23.3% |
| Participant deferral / active EE | $4,253 | $3,270+30.1% | $4,049+5.1% | $3,608+17.9% |
| Admin fee / account holder | $6,531 | $5,055+29.2% | $7,491-12.8% | $5,124+27.4% |