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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 | $98,871 | $97,550+1.4% | $120,344-17.8% | $87,485+13.0% |
| Participation rate | 61.6% | 72.8%-11.2pp | 76.7%-15.1pp | 68.9%-7.3pp |
| Annual return | 26.76% | 18.41%+8.3pp | 20.30%+6.5pp | 26.06%+0.7pp |
| Employer contribution / active EE | $1,835 | $2,291-19.9% | $3,020-39.2% | $2,596-29.3% |
| Participant deferral / active EE | $4,185 | $4,230-1.0% | $5,135-18.5% | $4,274-2.1% |
| Admin fee / account holder | $1,555 | $9,543-83.7% | $12,742-87.8% | $7,775-80.0% |