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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 | $186,788 | $83,485+123.7% | $125,192+49.2% | $72,975+156.0% |
| Participation rate | 67.7% | 73.3%-5.6pp | 79.8%-12.0pp | 69.5%-1.7pp |
| Annual return | 21.18% | 25.77%-4.6pp | 43.79%-22.6pp | 81.01%-59.8pp |
| Employer contribution / active EE | $2,011 | $2,346-14.3% | $3,866-48.0% | $2,440-17.6% |
| Participant deferral / active EE | $7,444 | $3,586+107.6% | $4,937+50.8% | $3,608+106.3% |
| Admin fee / account holder | $8,866 | $5,518+60.7% | $9,704-8.6% | $5,124+73.0% |