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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 | $97,823 | $65,367+49.7% | $92,915+5.3% | $72,976+34.0% |
| Participation rate | 69.2% | 68.3%+0.9pp | 76.0%-6.8pp | 69.5%-0.3pp |
| Annual return | 18.42% | 42.11%-23.7pp | 109.45%-91.0pp | 81.02%-62.6pp |
| Employer contribution / active EE | $1,596 | $2,594-38.5% | $3,653-56.3% | $2,440-34.6% |
| Participant deferral / active EE | $3,809 | $3,128+21.8% | $4,238-10.1% | $3,608+5.6% |
| Admin fee / account holder | $2,436 | $4,251-42.7% | $5,796-58.0% | $5,124-52.5% |