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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 | $93,791 | $55,889+67.8% | $76,119+23.2% | $80,935+15.9% |
| Participation rate | 68.8% | 62.1%+6.8pp | 69.1%-0.2pp | 67.7%+1.2pp |
| Annual return | 10.62% | 20.58%-10.0pp | 361.25%-350.6pp | 35.66%-25.0pp |
| Employer contribution / active EE | $1,030 | $1,866-44.8% | $2,693-61.8% | $2,757-62.6% |
| Participant deferral / active EE | $4,119 | $3,051+35.0% | $4,259-3.3% | $4,299-4.2% |
| Admin fee / account holder | $4,568 | $5,241-12.9% | $6,421-28.9% | $6,924-34.0% |