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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 | $96,390 | $85,515+12.7% | $112,040-14.0% | $67,986+41.8% |
| Participation rate | 54.0% | 68.2%-14.2pp | 76.5%-22.5pp | 57.2%-3.2pp |
| Annual return | 18.21% | 29.68%-11.5pp | 24.52%-6.3pp | 31.67%-13.5pp |
| Employer contribution / active EE | $2,568 | $2,191+17.2% | $2,954-13.1% | $2,019+27.2% |
| Participant deferral / active EE | $4,765 | $4,014+18.7% | $5,098-6.5% | $3,358+41.9% |
| Admin fee / account holder | $1,968 | $3,774-47.9% | $12,098-83.7% | $3,203-38.6% |