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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 | $114,453 | $74,535+53.6% | $100,712+13.6% | $82,637+38.5% |
| Participation rate | 58.6% | 61.2%-2.6pp | 69.3%-10.7pp | 68.1%-9.4pp |
| Annual return | 39.99% | 18.92%+21.1pp | 33.27%+6.7pp | 53.51%-13.5pp |
| Employer contribution / active EE | $1,514 | $1,503+0.8% | $2,313-34.5% | $2,552-40.7% |
| Participant deferral / active EE | $2,250 | $3,074-26.8% | $4,085-44.9% | $4,126-45.5% |
| Admin fee / account holder | $1,649 | $6,576-74.9% | $9,256-82.2% | $7,339-77.5% |