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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 | $105,822 | $81,276+30.2% | $155,574-32.0% | $80,925+30.8% |
| Participation rate | 64.3% | 66.2%-2.0pp | 78.2%-13.9pp | 67.7%-3.4pp |
| Annual return | 15.17% | 33.36%-18.2pp | 64.87%-49.7pp | 35.65%-20.5pp |
| Employer contribution / active EE | $1,560 | $3,103-49.7% | $4,676-66.6% | $2,756-43.4% |
| Participant deferral / active EE | $5,420 | $3,453+57.0% | $5,629-3.7% | $4,299+26.1% |
| Admin fee / account holder | $491 | $7,993-93.9% | $15,914-96.9% | $6,940-92.9% |