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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 | $98,949 | $81,358+21.6% | $155,556-36.4% | $80,959+22.2% |
| Participation rate | 63.4% | 66.3%-2.9pp | 78.2%-14.8pp | 67.7%-4.3pp |
| Annual return | 15.45% | 33.39%-17.9pp | 64.84%-49.4pp | 35.67%-20.2pp |
| Employer contribution / active EE | $2,465 | $3,106-20.7% | $4,675-47.3% | $2,757-10.6% |
| Participant deferral / active EE | $6,066 | $3,455+75.5% | $5,631+7.7% | $4,300+41.1% |
| Admin fee / account holder | $1,396 | $7,994-82.5% | $15,885-91.2% | $6,925-79.8% |