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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 | $87,029 | $55,713+56.2% | $75,894+14.7% | $72,983+19.2% |
| Participation rate | 58.1% | 61.1%-3.1pp | 69.3%-11.2pp | 69.5%-11.4pp |
| Annual return | 21.94% | 27.60%-5.7pp | 30.76%-8.8pp | 81.01%-59.1pp |
| Employer contribution / active EE | $2,631 | $1,687+56.0% | $2,501+5.2% | $2,440+7.9% |
| Participant deferral / active EE | $5,861 | $2,634+122.5% | $3,603+62.7% | $3,608+62.5% |
| Admin fee / account holder | $10,283 | $3,980+158.3% | $5,420+89.7% | $5,124+100.7% |