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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 | $97,550+127.2% | $120,344+84.2% | $87,485+153.3% |
| Participation rate | 48.8% | 72.8%-24.0pp | 76.7%-27.9pp | 68.9%-20.2pp |
| Annual return | 13.25% | 18.41%-5.2pp | 20.30%-7.1pp | 26.06%-12.8pp |
| Employer contribution / active EE | $2,122 | $2,291-7.4% | $3,020-29.7% | $2,596-18.3% |
| Participant deferral / active EE | $5,905 | $4,230+39.6% | $5,135+15.0% | $4,274+38.2% |
| Admin fee / account holder | $1,913 | $9,543-80.0% | $12,742-85.0% | $7,775-75.4% |