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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 | $104,853 | $25,014+319.2% | $69,632+50.6% | $80,959+29.5% |
| Participation rate | 58.5% | 64.2%-5.7pp | 66.4%-7.9pp | 67.7%-9.1pp |
| Annual return | 15.04% | 19.08%-4.0pp | 101.32%-86.3pp | 35.67%-20.6pp |
| Employer contribution / active EE | $2,181 | $991+120.0% | $1,708+27.7% | $2,757-20.9% |
| Participant deferral / active EE | $4,826 | $1,840+162.3% | $2,889+67.0% | $4,300+12.2% |
| Admin fee / account holder | $5,250 | $2,491+110.8% | $4,695+11.8% | $6,925-24.2% |