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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 | $86,522 | $59,440+45.6% | $78,004+10.9% | $82,637+4.7% |
| Participation rate | 58.6% | 62.8%-4.2pp | 69.4%-10.9pp | 68.1%-9.5pp |
| Annual return | 16.56% | 40.24%-23.7pp | 31.07%-14.5pp | 53.51%-36.9pp |
| Employer contribution / active EE | $1,702 | $1,750-2.8% | $2,469-31.1% | $2,552-33.3% |
| Participant deferral / active EE | $3,545 | $3,138+13.0% | $4,092-13.4% | $4,126-14.1% |
| Admin fee / account holder | $2,517 | $5,504-54.3% | $7,578-66.8% | $7,339-65.7% |