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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 | $97,024 | $88,996+9.0% | $78,004+24.4% | $138,895-30.1% |
| Participation rate | 61.5% | 74.4%-12.8pp | 69.4%-7.9pp | 79.9%-18.4pp |
| Annual return | 24.83% | 28.03%-3.2pp | 31.07%-6.2pp | 145.39%-120.6pp |
| Employer contribution / active EE | $1,490 | $2,917-48.9% | $2,469-39.7% | $4,194-64.5% |
| Participant deferral / active EE | $6,765 | $4,724+43.2% | $4,092+65.3% | $6,396+5.8% |
| Admin fee / account holder | $1,545 | $8,807-82.5% | $7,578-79.6% | $12,562-87.7% |