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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 | $221,642 | $95,453+132.2% | $112,040+97.8% | $82,448+168.8% |
| Participation rate | 48.8% | 72.8%-24.0pp | 76.5%-27.7pp | 68.1%-19.3pp |
| Annual return | 13.25% | 23.92%-10.7pp | 24.52%-11.3pp | 41.64%-28.4pp |
| Employer contribution / active EE | $2,122 | $2,318-8.4% | $2,954-28.2% | $2,551-16.8% |
| Participant deferral / active EE | $5,905 | $4,224+39.8% | $5,098+15.8% | $4,139+42.7% |
| Admin fee / account holder | $1,913 | $9,013-78.8% | $12,098-84.2% | $7,234-73.6% |