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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 | $97,227 | $57,590+68.8% | $86,233+12.7% | $82,448+17.9% |
| Participation rate | 64.1% | 57.9%+6.2pp | 69.0%-4.9pp | 68.1%-4.0pp |
| Annual return | 16.01% | 22.41%-6.4pp | 61.39%-45.4pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,991 | $1,655+20.3% | $2,504-20.5% | $2,551-22.0% |
| Participant deferral / active EE | $3,660 | $3,080+18.8% | $4,559-19.7% | $4,139-11.6% |
| Admin fee / account holder | $3,948 | $4,730-16.5% | $8,342-52.7% | $7,234-45.4% |