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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 | $59,440+61.9% | $78,004+23.3% | $82,637+16.4% |
| Participation rate | 56.3% | 62.8%-6.6pp | 69.4%-13.2pp | 68.1%-11.8pp |
| Annual return | 14.57% | 40.24%-25.7pp | 31.07%-16.5pp | 53.51%-38.9pp |
| Employer contribution / active EE | $1,584 | $1,750-9.5% | $2,469-35.9% | $2,552-38.0% |
| Participant deferral / active EE | $3,737 | $3,138+19.1% | $4,092-8.7% | $4,126-9.4% |
| Admin fee / account holder | $1,147 | $5,504-79.2% | $7,578-84.9% | $7,339-84.4% |