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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 | $99,594 | $69,273+43.8% | $90,796+9.7% | $82,637+20.5% |
| Participation rate | 54.5% | 64.0%-9.5pp | 69.5%-14.9pp | 68.1%-13.5pp |
| Annual return | 17.00% | 18.37%-1.4pp | 19.29%-2.3pp | 53.51%-36.5pp |
| Employer contribution / active EE | $1,723 | $1,865-7.6% | $2,294-24.9% | $2,552-32.5% |
| Participant deferral / active EE | $4,223 | $3,047+38.6% | $3,822+10.5% | $4,126+2.3% |
| Admin fee / account holder | $12,039 | $5,511+118.5% | $7,024+71.4% | $7,339+64.0% |