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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 | $104,925 | $58,493+79.4% | $84,023+24.9% | $72,976+43.8% |
| Participation rate | 60.0% | 61.2%-1.2pp | 69.0%-9.0pp | 69.5%-9.5pp |
| Annual return | 24.07% | 28.93%-4.9pp | 71.32%-47.2pp | 81.02%-56.9pp |
| Employer contribution / active EE | $1,971 | $1,163+69.5% | $1,984-0.6% | $2,440-19.2% |
| Participant deferral / active EE | $5,236 | $2,394+118.7% | $3,239+61.6% | $3,608+45.1% |
| Admin fee / account holder | $7,430 | $4,569+62.6% | $6,102+21.8% | $5,124+45.0% |