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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 | $178,893 | $78,423+128.1% | $95,964+86.4% | $79,856+124.0% |
| Participation rate | 65.4% | 73.5%-8.1pp | 77.1%-11.7pp | 69.6%-4.3pp |
| Annual return | 23.78% | 19.37%+4.4pp | 91.64%-67.9pp | 31.71%-7.9pp |
| Employer contribution / active EE | $1,936 | $1,945-0.5% | $2,541-23.8% | $2,471-21.7% |
| Participant deferral / active EE | $3,886 | $3,440+13.0% | $4,167-6.7% | $3,741+3.9% |
| Admin fee / account holder | $2,246 | $5,622-60.0% | $6,797-67.0% | $5,306-57.7% |