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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 | $93,489 | $59,839+56.2% | $81,991+14.0% | $79,852+17.1% |
| Participation rate | 69.4% | 61.6%+7.8pp | 69.3%+0.2pp | 69.6%-0.2pp |
| Annual return | 14.43% | 17.56%-3.1pp | 41.31%-26.9pp | 31.72%-17.3pp |
| Employer contribution / active EE | $1,256 | $1,713-26.7% | $2,498-49.7% | $2,471-49.2% |
| Participant deferral / active EE | $2,046 | $2,695-24.1% | $3,722-45.0% | $3,740-45.3% |
| Admin fee / account holder | $2,475 | $4,287-42.3% | $5,665-56.3% | $5,306-53.4% |