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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 | $86,333 | $57,073+51.3% | $85,126+1.4% | $80,925+6.7% |
| Participation rate | 68.8% | 56.4%+12.4pp | 67.5%+1.2pp | 67.7%+1.1pp |
| Annual return | 13.11% | 21.69%-8.6pp | 66.63%-53.5pp | 35.65%-22.5pp |
| Employer contribution / active EE | $1,986 | $1,801+10.3% | $2,731-27.3% | $2,756-27.9% |
| Participant deferral / active EE | $3,905 | $3,113+25.4% | $4,523-13.7% | $4,299-9.2% |
| Admin fee / account holder | $1,810 | $4,988-63.7% | $6,160-70.6% | $6,940-73.9% |