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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 | $88,262 | $73,988+19.3% | $96,538-8.6% | $75,177+17.4% |
| Participation rate | 64.7% | 66.4%-1.7pp | 74.3%-9.6pp | 67.2%-2.5pp |
| Annual return | 15.67% | 26.73%-11.1pp | 35.74%-20.1pp | 160.75%-145.1pp |
| Employer contribution / active EE | $2,078 | $2,930-29.1% | $3,740-44.4% | $2,671-22.2% |
| Participant deferral / active EE | $3,554 | $3,660-2.9% | $4,880-27.2% | $4,126-13.9% |
| Admin fee / account holder | $11,001 | $5,220+110.8% | $6,737+63.3% | $5,651+94.7% |