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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 | $103,640 | $58,493+77.2% | $84,023+23.3% | $72,976+42.0% |
| Participation rate | 57.1% | 61.2%-4.1pp | 69.0%-11.9pp | 69.5%-12.3pp |
| Annual return | 24.52% | 28.93%-4.4pp | 71.32%-46.8pp | 81.02%-56.5pp |
| Employer contribution / active EE | $2,188 | $1,163+88.1% | $1,984+10.3% | $2,440-10.3% |
| Participant deferral / active EE | $4,076 | $2,394+70.3% | $3,239+25.8% | $3,608+13.0% |
| Admin fee / account holder | $2,651 | $4,569-42.0% | $6,102-56.6% | $5,124-48.3% |