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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 | $99,428 | $76,407+30.1% | $150,298-33.8% | $82,448+20.6% |
| Participation rate | 61.1% | 66.4%-5.3pp | 77.8%-16.6pp | 68.1%-7.0pp |
| Annual return | 18.70% | 39.99%-21.3pp | 62.79%-44.1pp | 41.64%-22.9pp |
| Employer contribution / active EE | $1,417 | $2,614-45.8% | $4,154-65.9% | $2,551-44.5% |
| Participant deferral / active EE | $3,855 | $3,214+19.9% | $5,453-29.3% | $4,139-6.9% |
| Admin fee / account holder | $399 | $6,352-93.7% | $14,116-97.2% | $7,234-94.5% |