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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 | $96,730 | $84,953+13.9% | $163,379-40.8% | $82,637+17.1% |
| Participation rate | 61.8% | 65.9%-4.2pp | 76.8%-15.1pp | 68.1%-6.3pp |
| Annual return | 15.74% | 23.07%-7.3pp | 63.41%-47.7pp | 53.51%-37.8pp |
| Employer contribution / active EE | $2,023 | $2,183-7.3% | $3,752-46.1% | $2,552-20.7% |
| Participant deferral / active EE | $3,619 | $4,326-16.3% | $6,282-42.4% | $4,126-12.3% |
| Admin fee / account holder | $4,509 | $7,921-43.1% | $9,818-54.1% | $7,339-38.6% |