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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 | $108,741 | $57,140+90.3% | $85,240+27.6% | $80,959+34.3% |
| Participation rate | 61.4% | 56.4%+5.0pp | 67.5%-6.1pp | 67.7%-6.2pp |
| Annual return | 16.42% | 21.71%-5.3pp | 66.75%-50.3pp | 35.67%-19.2pp |
| Employer contribution / active EE | $2,034 | $1,802+12.9% | $2,735-25.6% | $2,757-26.2% |
| Participant deferral / active EE | $5,330 | $3,115+71.1% | $4,527+17.7% | $4,300+23.9% |
| Admin fee / account holder | $1,015 | $4,992-79.7% | $6,165-83.5% | $6,925-85.3% |