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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 | $93,416 | $67,894+37.6% | $89,340+4.6% | $82,448+13.3% |
| Participation rate | 65.0% | 64.0%+1.0pp | 69.6%-4.6pp | 68.1%-3.1pp |
| Annual return | 15.89% | 19.21%-3.3pp | 20.57%-4.7pp | 41.64%-25.7pp |
| Employer contribution / active EE | $1,734 | $1,828-5.1% | $2,231-22.3% | $2,551-32.0% |
| Participant deferral / active EE | $3,696 | $3,072+20.3% | $3,823-3.3% | $4,139-10.7% |
| Admin fee / account holder | $10,626 | $5,723+85.7% | $6,704+58.5% | $7,234+46.9% |