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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 | $97,046 | $86,922+11.6% | $102,438-5.3% | $80,874+20.0% |
| Participation rate | 68.9% | 72.4%-3.5pp | 76.5%-7.6pp | 67.6%+1.2pp |
| Annual return | 16.23% | 18.90%-2.7pp | 29.37%-13.1pp | 35.62%-19.4pp |
| Employer contribution / active EE | $1,313 | $2,369-44.6% | $3,024-56.6% | $2,756-52.4% |
| Participant deferral / active EE | $4,499 | $4,119+9.2% | $5,054-11.0% | $4,297+4.7% |
| Admin fee / account holder | $14,928 | $8,050+85.4% | $9,448+58.0% | $6,935+115.2% |