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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 | $100,401 | $46,534+115.8% | $64,097+56.6% | $75,177+33.6% |
| Participation rate | 62.5% | 65.9%-3.4pp | 72.3%-9.8pp | 67.2%-4.7pp |
| Annual return | 13.40% | 26.07%-12.7pp | 33.75%-20.3pp | 160.75%-147.3pp |
| Employer contribution / active EE | $2,380 | $1,976+20.5% | $2,750-13.4% | $2,671-10.9% |
| Participant deferral / active EE | $8,641 | $2,835+204.9% | $3,881+122.6% | $4,126+109.4% |
| Admin fee / account holder | $12,472 | $2,957+321.8% | $3,070+306.3% | $5,651+120.7% |