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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 | $88,800 | $55,889+58.9% | $76,119+16.7% | $80,935+9.7% |
| Participation rate | 68.1% | 62.1%+6.0pp | 69.1%-1.0pp | 67.7%+0.4pp |
| Annual return | 12.25% | 20.58%-8.3pp | 361.25%-349.0pp | 35.66%-23.4pp |
| Employer contribution / active EE | $1,897 | $1,866+1.6% | $2,693-29.6% | $2,757-31.2% |
| Participant deferral / active EE | $4,251 | $3,051+39.3% | $4,259-0.2% | $4,299-1.1% |
| Admin fee / account holder | $2,509 | $5,241-52.1% | $6,421-60.9% | $6,924-63.8% |