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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 | $102,360 | $57,590+77.7% | $86,233+18.7% | $82,448+24.2% |
| Participation rate | 59.5% | 57.9%+1.6pp | 69.0%-9.6pp | 68.1%-8.6pp |
| Annual return | 17.06% | 22.41%-5.4pp | 61.39%-44.3pp | 41.64%-24.6pp |
| Employer contribution / active EE | $2,009 | $1,655+21.4% | $2,504-19.8% | $2,551-21.2% |
| Participant deferral / active EE | $5,323 | $3,080+72.8% | $4,559+16.8% | $4,139+28.6% |
| Admin fee / account holder | $541 | $4,730-88.6% | $8,342-93.5% | $7,234-92.5% |