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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 | $89,438 | $63,703+40.4% | $93,063-3.9% | $82,448+8.5% |
| Participation rate | 62.0% | 63.8%-1.8pp | 72.1%-10.1pp | 68.1%-6.1pp |
| Annual return | 15.90% | -775.43%+791.3pp | 34.15%-18.3pp | 41.64%-25.7pp |
| Employer contribution / active EE | $1,992 | $1,729+15.3% | $2,476-19.5% | $2,551-21.9% |
| Participant deferral / active EE | $3,919 | $2,919+34.2% | $3,958-1.0% | $4,139-5.3% |
| Admin fee / account holder | $2,880 | $5,982-51.9% | $6,033-52.3% | $7,234-60.2% |