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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 | $101,577 | $72,269+40.6% | $101,271+0.3% | $79,852+27.2% |
| Participation rate | 64.3% | 68.5%-4.2pp | 75.8%-11.5pp | 69.6%-5.4pp |
| Annual return | 18.98% | 22.29%-3.3pp | 46.48%-27.5pp | 31.72%-12.7pp |
| Employer contribution / active EE | $2,464 | $2,692-8.5% | $3,660-32.7% | $2,471-0.3% |
| Participant deferral / active EE | $5,708 | $3,282+73.9% | $4,371+30.6% | $3,740+52.6% |
| Admin fee / account holder | $302 | $4,401-93.1% | $5,948-94.9% | $5,306-94.3% |