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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 | $99,466 | $79,557+25.0% | $118,746-16.2% | $70,126+41.8% |
| Participation rate | 58.1% | 71.4%-13.3pp | 78.3%-20.2pp | 69.5%-11.5pp |
| Annual return | 15.94% | 25.64%-9.7pp | 24.54%-8.6pp | 73.15%-57.2pp |
| Employer contribution / active EE | $1,989 | $2,861-30.5% | $4,193-52.6% | $2,343-15.1% |
| Participant deferral / active EE | $6,849 | $4,089+67.5% | $5,332+28.4% | $3,332+105.5% |
| Admin fee / account holder | $4,683 | $5,374-12.9% | $10,720-56.3% | $4,645+0.8% |