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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 | $77,472+17.2% | $100,415-9.6% | $80,959+12.1% |
| Participation rate | 63.4% | 76.9%-13.5pp | 81.5%-18.1pp | 67.7%-4.3pp |
| Annual return | 17.91% | 37.26%-19.3pp | 49.47%-31.6pp | 35.67%-17.8pp |
| Employer contribution / active EE | $4,011 | $2,800+43.2% | $3,943+1.7% | $2,757+45.5% |
| Participant deferral / active EE | $9,356 | $6,818+37.2% | $8,091+15.6% | $4,300+117.6% |
| Admin fee / account holder | $511 | $5,885-91.3% | $7,906-93.5% | $6,925-92.6% |