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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 | $97,078 | $62,549+55.2% | $85,705+13.3% | $85,851+13.1% |
| Participation rate | 60.0% | 61.1%-1.1pp | 69.9%-9.9pp | 69.3%-9.3pp |
| Annual return | 17.92% | 23.77%-5.9pp | 21.49%-3.6pp | 318.63%-300.7pp |
| Employer contribution / active EE | $1,778 | $1,755+1.3% | $2,619-32.1% | $2,565-30.7% |
| Participant deferral / active EE | $3,957 | $2,802+41.2% | $3,924+0.8% | $3,952+0.1% |
| Admin fee / account holder | $315 | $4,644-93.2% | $6,877-95.4% | $6,261-95.0% |