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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 | $89,083 | $56,110+58.8% | $94,993-6.2% | $70,126+27.0% |
| Participation rate | 66.1% | 65.0%+1.1pp | 73.9%-7.8pp | 69.5%-3.5pp |
| Annual return | 20.86% | 51.02%-30.2pp | 27.14%-6.3pp | 73.15%-52.3pp |
| Employer contribution / active EE | $1,595 | $1,442+10.6% | $2,603-38.7% | $2,343-31.9% |
| Participant deferral / active EE | $3,138 | $2,391+31.2% | $3,317-5.4% | $3,332-5.8% |
| Admin fee / account holder | $1,822 | $3,456-47.3% | $4,960-63.3% | $4,645-60.8% |