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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 | $99,119 | $71,208+39.2% | $93,681+5.8% | $80,911+22.5% |
| Participation rate | 65.5% | 60.4%+5.1pp | 68.7%-3.2pp | 67.6%-2.1pp |
| Annual return | 13.22% | 11.27%+1.9pp | 133.47%-120.3pp | 35.63%-22.4pp |
| Employer contribution / active EE | $1,855 | $1,564+18.5% | $2,422-23.4% | $2,756-32.7% |
| Participant deferral / active EE | $3,352 | $4,035-16.9% | $4,415-24.1% | $4,297-22.0% |
| Admin fee / account holder | $1,187 | $6,951-82.9% | $8,290-85.7% | $6,935-82.9% |