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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 | $86,338 | $54,541+58.3% | $78,778+9.6% | $70,126+23.1% |
| Participation rate | 67.7% | 60.8%+6.9pp | 69.2%-1.4pp | 69.5%-1.8pp |
| Annual return | 13.72% | 21.07%-7.4pp | 35.62%-21.9pp | 73.15%-59.4pp |
| Employer contribution / active EE | $1,147 | $1,089+5.4% | $1,986-42.2% | $2,343-51.0% |
| Participant deferral / active EE | $2,234 | $2,210+1.1% | $2,958-24.5% | $3,332-33.0% |
| Admin fee / account holder | $1,188 | $3,709-68.0% | $5,134-76.9% | $4,645-74.4% |