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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 | $57,061+90.6% | $85,063+27.8% | $80,911+34.4% |
| Participation rate | 61.4% | 56.3%+5.1pp | 67.5%-6.1pp | 67.6%-6.2pp |
| Annual return | 16.42% | 21.66%-5.2pp | 66.54%-50.1pp | 35.63%-19.2pp |
| Employer contribution / active EE | $2,034 | $1,799+13.1% | $2,727-25.4% | $2,756-26.2% |
| Participant deferral / active EE | $5,330 | $3,110+71.4% | $4,523+17.9% | $4,297+24.0% |
| Admin fee / account holder | $1,015 | $4,986-79.7% | $6,155-83.5% | $6,935-85.4% |