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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 | $99,808 | $78,670+26.9% | $109,173-8.6% | $85,847+16.3% |
| Participation rate | 63.0% | 68.3%-5.3pp | 75.9%-12.9pp | 69.3%-6.4pp |
| Annual return | 12.66% | 25.09%-12.4pp | 25.75%-13.1pp | 318.61%-305.9pp |
| Employer contribution / active EE | $2,177 | $2,734-20.4% | $3,723-41.5% | $2,565-15.1% |
| Participant deferral / active EE | $6,142 | $3,467+77.1% | $4,654+32.0% | $3,952+55.4% |
| Admin fee / account holder | $527 | $5,469-90.4% | $6,755-92.2% | $6,261-91.6% |