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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 | $241,866 | $95,453+153.4% | $112,040+115.9% | $82,448+193.4% |
| Participation rate | 52.0% | 72.8%-20.8pp | 76.5%-24.5pp | 68.1%-16.1pp |
| Annual return | 18.40% | 23.92%-5.5pp | 24.52%-6.1pp | 41.64%-23.2pp |
| Employer contribution / active EE | $1,662 | $2,318-28.3% | $2,954-43.8% | $2,551-34.9% |
| Participant deferral / active EE | $4,463 | $4,224+5.7% | $5,098-12.4% | $4,139+7.8% |
| Admin fee / account holder | $1,051 | $9,013-88.3% | $12,098-91.3% | $7,234-85.5% |