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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 | $107,524 | $67,602+59.1% | $82,312+30.6% | $70,126+53.3% |
| Participation rate | 63.2% | 72.8%-9.6pp | 76.9%-13.7pp | 69.5%-6.4pp |
| Annual return | 14.24% | 21.57%-7.3pp | 25.88%-11.6pp | 73.15%-58.9pp |
| Employer contribution / active EE | $1,343 | $1,755-23.5% | $2,428-44.7% | $2,343-42.7% |
| Participant deferral / active EE | $5,925 | $2,987+98.3% | $3,706+59.9% | $3,332+77.8% |
| Admin fee / account holder | $6,155 | $4,512+36.4% | $5,608+9.8% | $4,645+32.5% |