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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 | $94,220 | $94,436-0.2% | $115,599-18.5% | $82,637+14.0% |
| Participation rate | 67.4% | 70.4%-3.0pp | 74.3%-6.8pp | 68.1%-0.6pp |
| Annual return | 19.32% | 18.37%+0.9pp | 111.10%-91.8pp | 53.51%-34.2pp |
| Employer contribution / active EE | $881 | $2,324-62.1% | $2,955-70.2% | $2,552-65.5% |
| Participant deferral / active EE | $2,889 | $3,955-26.9% | $4,889-40.9% | $4,126-30.0% |
| Admin fee / account holder | $8,916 | $10,328-13.7% | $12,841-30.6% | $7,339+21.5% |