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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 | $102,164 | $73,978+38.1% | $96,515+5.9% | $75,173+35.9% |
| Participation rate | 62.3% | 66.4%-4.2pp | 74.3%-12.1pp | 67.2%-4.9pp |
| Annual return | 28.44% | 26.72%+1.7pp | 35.73%-7.3pp | 160.72%-132.3pp |
| Employer contribution / active EE | $1,829 | $2,931-37.6% | $3,740-51.1% | $2,671-31.5% |
| Participant deferral / active EE | $3,656 | $3,660-0.1% | $4,880-25.1% | $4,126-11.4% |
| Admin fee / account holder | $1,902 | $5,219-63.6% | $6,735-71.8% | $5,651-66.3% |