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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 | $95,219 | $94,436+0.8% | $115,599-17.6% | $82,637+15.2% |
| Participation rate | 65.0% | 70.4%-5.4pp | 74.3%-9.3pp | 68.1%-3.1pp |
| Annual return | 12.95% | 18.37%-5.4pp | 111.10%-98.1pp | 53.51%-40.6pp |
| Employer contribution / active EE | $1,007 | $2,324-56.7% | $2,955-65.9% | $2,552-60.5% |
| Participant deferral / active EE | $1,930 | $3,955-51.2% | $4,889-60.5% | $4,126-53.2% |
| Admin fee / account holder | $1,113 | $10,328-89.2% | $12,841-91.3% | $7,339-84.8% |