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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 | $181,435 | $57,590+215.0% | $86,233+110.4% | $82,448+120.1% |
| Participation rate | 59.2% | 57.9%+1.3pp | 69.0%-9.8pp | 68.1%-8.9pp |
| Annual return | 18.51% | 22.41%-3.9pp | 61.39%-42.9pp | 41.64%-23.1pp |
| Employer contribution / active EE | $3,789 | $1,655+128.9% | $2,504+51.3% | $2,551+48.5% |
| Participant deferral / active EE | $4,785 | $3,080+55.4% | $4,559+5.0% | $4,139+15.6% |
| Admin fee / account holder | $2,007 | $4,730-57.6% | $8,342-75.9% | $7,234-72.3% |