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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 | $177,187 | $81,446+117.6% | $103,374+71.4% | $80,874+119.1% |
| Participation rate | 44.8% | 66.9%-22.0pp | 74.5%-29.7pp | 67.6%-22.8pp |
| Annual return | 14.44% | 25.57%-11.1pp | 24.89%-10.4pp | 35.62%-21.2pp |
| Employer contribution / active EE | $3,195 | $3,107+2.8% | $3,869-17.4% | $2,756+15.9% |
| Participant deferral / active EE | $6,103 | $3,870+57.7% | $5,058+20.7% | $4,297+42.0% |
| Admin fee / account holder | $19,171 | $6,715+185.5% | $8,394+128.4% | $6,935+176.4% |