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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 | $96,514 | $95,453+1.1% | $112,040-13.9% | $82,448+17.1% |
| Participation rate | 67.9% | 72.8%-4.9pp | 76.5%-8.6pp | 68.1%-0.2pp |
| Annual return | 17.50% | 23.92%-6.4pp | 24.52%-7.0pp | 41.64%-24.1pp |
| Employer contribution / active EE | $1,479 | $2,318-36.2% | $2,954-49.9% | $2,551-42.0% |
| Participant deferral / active EE | $6,995 | $4,224+65.6% | $5,098+37.2% | $4,139+69.0% |
| Admin fee / account holder | $868 | $9,013-90.4% | $12,098-92.8% | $7,234-88.0% |