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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 | $110,947 | $67,894+63.4% | $89,340+24.2% | $82,448+34.6% |
| Participation rate | 57.4% | 64.0%-6.6pp | 69.6%-12.1pp | 68.1%-10.6pp |
| Annual return | 14.76% | 19.21%-4.5pp | 20.57%-5.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,807 | $1,828-1.1% | $2,231-19.0% | $2,551-29.2% |
| Participant deferral / active EE | $3,521 | $3,072+14.6% | $3,823-7.9% | $4,139-14.9% |
| Admin fee / account holder | $7,307 | $5,723+27.7% | $6,704+9.0% | $7,234+1.0% |