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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 | $98,509 | $76,551+28.7% | $123,894-20.5% | $62,881+56.7% |
| Participation rate | 66.7% | 73.0%-6.3pp | 81.4%-14.7pp | 69.3%-2.6pp |
| Annual return | 7.34% | 18.68%-11.3pp | 47.52%-40.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,716 | $2,882-40.5% | $4,617-62.8% | $2,281-24.8% |
| Participant deferral / active EE | $4,835 | $4,840-0.1% | $5,984-19.2% | $3,203+50.9% |
| Admin fee / account holder | $665 | $4,826-86.2% | $8,357-92.0% | $4,296-84.5% |