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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 | $102,060 | $101,950+0.1% | $125,529-18.7% | $86,983+17.3% |
| Participation rate | 65.7% | 70.2%-4.4pp | 74.7%-9.0pp | 69.5%-3.8pp |
| Annual return | 14.30% | 18.29%-4.0pp | 202.56%-188.3pp | 25.83%-11.5pp |
| Employer contribution / active EE | $1,088 | $2,358-53.9% | $3,058-64.4% | $2,584-57.9% |
| Participant deferral / active EE | $3,034 | $3,862-21.5% | $4,813-37.0% | $4,194-27.7% |
| Admin fee / account holder | $7,875 | $12,791-38.4% | $16,298-51.7% | $7,856+0.2% |