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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 | $92,077 | $86,938+5.9% | $102,423-10.1% | $80,925+13.8% |
| Participation rate | 64.3% | 72.4%-8.1pp | 76.5%-12.2pp | 67.7%-3.4pp |
| Annual return | 11.38% | 18.89%-7.5pp | 29.42%-18.0pp | 35.65%-24.3pp |
| Employer contribution / active EE | $1,342 | $2,369-43.3% | $3,023-55.6% | $2,756-51.3% |
| Participant deferral / active EE | $5,691 | $4,120+38.1% | $5,054+12.6% | $4,299+32.4% |
| Admin fee / account holder | $2,171 | $8,053-73.0% | $9,455-77.0% | $6,940-68.7% |