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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 | $90,771 | $77,460+17.2% | $100,378-9.6% | $80,925+12.2% |
| Participation rate | 63.4% | 76.9%-13.5pp | 81.5%-18.1pp | 67.7%-4.2pp |
| Annual return | 17.91% | 37.24%-19.3pp | 49.41%-31.5pp | 35.65%-17.7pp |
| Employer contribution / active EE | $4,011 | $2,801+43.2% | $3,942+1.7% | $2,756+45.5% |
| Participant deferral / active EE | $9,356 | $6,818+37.2% | $8,087+15.7% | $4,299+117.6% |
| Admin fee / account holder | $511 | $5,887-91.3% | $7,899-93.5% | $6,940-92.6% |