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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 | $96,205 | $58,627+64.1% | $76,735+25.4% | $82,448+16.7% |
| Participation rate | 56.3% | 63.2%-7.0pp | 69.5%-13.2pp | 68.1%-11.8pp |
| Annual return | 14.57% | 39.10%-24.5pp | 29.77%-15.2pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,584 | $1,729-8.4% | $2,454-35.5% | $2,551-37.9% |
| Participant deferral / active EE | $3,737 | $3,134+19.3% | $4,088-8.6% | $4,139-9.7% |
| Admin fee / account holder | $1,147 | $5,323-78.4% | $7,189-84.0% | $7,234-84.1% |