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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 | $59,440+52.4% | $78,004+16.1% | $82,637+9.6% |
| Participation rate | 60.0% | 62.8%-2.8pp | 69.4%-9.4pp | 68.1%-8.1pp |
| Annual return | 16.69% | 40.24%-23.6pp | 31.07%-14.4pp | 53.51%-36.8pp |
| Employer contribution / active EE | $1,500 | $1,750-14.3% | $2,469-39.2% | $2,552-41.2% |
| Participant deferral / active EE | $3,557 | $3,138+13.4% | $4,092-13.1% | $4,126-13.8% |
| Admin fee / account holder | $2,828 | $5,504-48.6% | $7,578-62.7% | $7,339-61.5% |