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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 | $202,367 | $81,487+148.3% | $102,412+97.6% | $80,935+150.0% |
| Participation rate | 63.6% | 66.8%-3.2pp | 74.5%-10.9pp | 67.7%-4.0pp |
| Annual return | 17.81% | 25.60%-7.8pp | 24.94%-7.1pp | 35.66%-17.8pp |
| Employer contribution / active EE | $3,655 | $3,103+17.8% | $3,870-5.5% | $2,757+32.6% |
| Participant deferral / active EE | $6,298 | $3,871+62.7% | $5,060+24.5% | $4,299+46.5% |
| Admin fee / account holder | $13,124 | $6,717+95.4% | $8,388+56.5% | $6,924+89.5% |