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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 | $85,489 | $77,920+9.7% | $149,723-42.9% | $75,177+13.7% |
| Participation rate | 66.7% | 65.6%+1.1pp | 78.8%-12.1pp | 67.2%-0.5pp |
| Annual return | 17.56% | 31.72%-14.2pp | 134.50%-116.9pp | 160.75%-143.2pp |
| Employer contribution / active EE | $965 | $3,138-69.3% | $4,821-80.0% | $2,671-63.9% |
| Participant deferral / active EE | $2,627 | $3,411-23.0% | $5,682-53.8% | $4,126-36.3% |
| Admin fee / account holder | $1,909 | $5,951-67.9% | $13,215-85.6% | $5,651-66.2% |