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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 | $98,536 | $69,977+40.8% | $108,582-9.3% | $62,881+56.7% |
| Participation rate | 66.0% | 72.9%-6.9pp | 79.6%-13.6pp | 69.3%-3.3pp |
| Annual return | 7.47% | 10.73%-3.3pp | -51.70%+59.2pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,741 | $2,135-18.5% | $3,758-53.7% | $2,281-23.7% |
| Participant deferral / active EE | $7,210 | $3,165+127.8% | $4,311+67.2% | $3,203+125.1% |
| Admin fee / account holder | $1,958 | $5,076-61.4% | $7,645-74.4% | $4,296-54.4% |