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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 | $97,934 | $86,938+12.6% | $102,423-4.4% | $80,925+21.0% |
| Participation rate | 57.1% | 72.4%-15.2pp | 76.5%-19.4pp | 67.7%-10.5pp |
| Annual return | 21.81% | 18.89%+2.9pp | 29.42%-7.6pp | 35.65%-13.8pp |
| Employer contribution / active EE | $1,966 | $2,369-17.0% | $3,023-35.0% | $2,756-28.7% |
| Participant deferral / active EE | $5,203 | $4,120+26.3% | $5,054+2.9% | $4,299+21.0% |
| Admin fee / account holder | $2,525 | $8,053-68.6% | $9,455-73.3% | $6,940-63.6% |