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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 | $58,848+65.2% | $88,179+10.3% | $82,637+17.7% |
| Participation rate | 64.1% | 57.9%+6.2pp | 69.1%-5.0pp | 68.1%-4.0pp |
| Annual return | 16.01% | 22.76%-6.7pp | 64.97%-49.0pp | 53.51%-37.5pp |
| Employer contribution / active EE | $1,991 | $1,678+18.6% | $2,549-21.9% | $2,552-22.0% |
| Participant deferral / active EE | $3,660 | $3,124+17.2% | $4,614-20.7% | $4,126-11.3% |
| Admin fee / account holder | $3,948 | $4,795-17.7% | $7,673-48.5% | $7,339-46.2% |