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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 | $81,899 | $67,602+21.1% | $82,312-0.5% | $70,126+16.8% |
| Participation rate | 65.6% | 72.8%-7.1pp | 76.9%-11.3pp | 69.5%-3.9pp |
| Annual return | 17.46% | 21.57%-4.1pp | 25.88%-8.4pp | 73.15%-55.7pp |
| Employer contribution / active EE | $987 | $1,755-43.8% | $2,428-59.4% | $2,343-57.9% |
| Participant deferral / active EE | $3,149 | $2,987+5.4% | $3,706-15.0% | $3,332-5.5% |
| Admin fee / account holder | $4,346 | $4,512-3.7% | $5,608-22.5% | $4,645-6.4% |