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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 | $97,639 | $80,992+20.6% | $96,534+1.1% | $75,173+29.9% |
| Participation rate | 66.7% | 71.8%-5.1pp | 76.0%-9.3pp | 67.2%-0.5pp |
| Annual return | 18.09% | 27.05%-9.0pp | 25.88%-7.8pp | 160.72%-142.6pp |
| Employer contribution / active EE | $1,755 | $2,283-23.1% | $2,965-40.8% | $2,671-34.3% |
| Participant deferral / active EE | $3,865 | $3,929-1.6% | $4,851-20.3% | $4,126-6.3% |
| Admin fee / account holder | $1,377 | $6,717-79.5% | $8,253-83.3% | $5,651-75.6% |