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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 | $104,098+132.3% | $140,514+72.1% | $94,015+157.3% |
| Participation rate | 52.0% | 73.7%-21.7pp | 77.8%-25.8pp | 70.8%-18.8pp |
| Annual return | 18.40% | 15.14%+3.3pp | 14.36%+4.0pp | 17.84%+0.6pp |
| Employer contribution / active EE | $1,662 | $2,388-30.4% | $3,378-50.8% | $2,790-40.4% |
| Participant deferral / active EE | $4,463 | $4,033+10.7% | $4,919-9.3% | $4,249+5.0% |
| Admin fee / account holder | $1,051 | $10,439-89.9% | $13,697-92.3% | $8,951-88.3% |