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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 | $90,653 | $37,156+144.0% | $83,854+8.1% | $86,983+4.2% |
| Participation rate | 52.0% | 49.1%+2.9pp | 59.1%-7.1pp | 69.5%-17.5pp |
| Annual return | 13.90% | 29.88%-16.0pp | 31.39%-17.5pp | 25.83%-11.9pp |
| Employer contribution / active EE | $1,047 | $661+58.4% | $1,017+2.9% | $2,584-59.5% |
| Participant deferral / active EE | $1,526 | $1,418+7.6% | $2,035-25.0% | $4,194-63.6% |
| Admin fee / account holder | $7,164 | $2,510+185.4% | $3,197+124.1% | $7,856-8.8% |