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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 | $93,192 | $58,848+58.4% | $88,179+5.7% | $82,637+12.8% |
| Participation rate | 37.0% | 57.9%-20.9pp | 69.1%-32.1pp | 68.1%-31.0pp |
| Annual return | 15.81% | 22.76%-6.9pp | 64.97%-49.2pp | 53.51%-37.7pp |
| Employer contribution / active EE | $2,251 | $1,678+34.1% | $2,549-11.7% | $2,552-11.8% |
| Participant deferral / active EE | $2,642 | $3,124-15.4% | $4,614-42.7% | $4,126-36.0% |
| Admin fee / account holder | $3,567 | $4,795-25.6% | $7,673-53.5% | $7,339-51.4% |