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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 | $90,589 | $58,627+54.5% | $76,735+18.1% | $82,448+9.9% |
| Participation rate | 60.0% | 63.2%-3.2pp | 69.5%-9.5pp | 68.1%-8.1pp |
| Annual return | 16.69% | 39.10%-22.4pp | 29.77%-13.1pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,500 | $1,729-13.3% | $2,454-38.9% | $2,551-41.2% |
| Participant deferral / active EE | $3,557 | $3,134+13.5% | $4,088-13.0% | $4,139-14.1% |
| Admin fee / account holder | $2,828 | $5,323-46.9% | $7,189-60.7% | $7,234-60.9% |