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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 | $113,791 | $54,541+108.6% | $78,778+44.4% | $70,126+62.3% |
| Participation rate | 61.1% | 60.8%+0.3pp | 69.2%-8.1pp | 69.5%-8.4pp |
| Annual return | 15.90% | 21.07%-5.2pp | 35.62%-19.7pp | 73.15%-57.2pp |
| Employer contribution / active EE | $1,061 | $1,089-2.5% | $1,986-46.6% | $2,343-54.7% |
| Participant deferral / active EE | $5,488 | $2,210+148.3% | $2,958+85.5% | $3,332+64.7% |
| Admin fee / account holder | $8,343 | $3,709+125.0% | $5,134+62.5% | $4,645+79.6% |