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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 | $112,594 | $74,535+51.1% | $100,712+11.8% | $82,637+36.3% |
| Participation rate | 55.6% | 61.2%-5.6pp | 69.3%-13.7pp | 68.1%-12.5pp |
| Annual return | 19.71% | 18.92%+0.8pp | 33.27%-13.6pp | 53.51%-33.8pp |
| Employer contribution / active EE | $1,689 | $1,503+12.4% | $2,313-27.0% | $2,552-33.8% |
| Participant deferral / active EE | $4,157 | $3,074+35.2% | $4,085+1.8% | $4,126+0.7% |
| Admin fee / account holder | $21,523 | $6,576+227.3% | $9,256+132.5% | $7,339+193.3% |