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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 | $105,075 | $81,331+29.2% | $155,534-32.4% | $80,935+29.8% |
| Participation rate | 63.2% | 66.3%-3.1pp | 78.2%-15.1pp | 67.7%-4.5pp |
| Annual return | 11.48% | 33.37%-21.9pp | 64.92%-53.4pp | 35.66%-24.2pp |
| Employer contribution / active EE | $2,527 | $3,105-18.6% | $4,675-45.9% | $2,757-8.3% |
| Participant deferral / active EE | $5,692 | $3,454+64.8% | $5,630+1.1% | $4,299+32.4% |
| Admin fee / account holder | $1,156 | $7,999-85.6% | $15,900-92.7% | $6,924-83.3% |