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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 | $98,327 | $93,598+5.1% | $135,974-27.7% | $75,173+30.8% |
| Participation rate | 41.2% | 75.2%-34.0pp | 81.9%-40.7pp | 67.2%-26.0pp |
| Annual return | 22.77% | 30.89%-8.1pp | 68.30%-45.5pp | 160.72%-138.0pp |
| Employer contribution / active EE | $4,350 | $3,538+23.0% | $4,859-10.5% | $2,671+62.9% |
| Participant deferral / active EE | $4,794 | $6,405-25.2% | $7,760-38.2% | $4,126+16.2% |
| Admin fee / account holder | $1,889 | $6,978-72.9% | $10,767-82.5% | $5,651-66.6% |