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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 | $83,984 | $76,834+9.3% | $108,359-22.5% | $87,485-4.0% |
| Participation rate | 61.7% | 61.7%-0.1pp | 70.1%-8.5pp | 68.9%-7.3pp |
| Annual return | 14.98% | 19.09%-4.1pp | 36.89%-21.9pp | 26.06%-11.1pp |
| Employer contribution / active EE | $1,667 | $1,556+7.1% | $2,399-30.5% | $2,596-35.8% |
| Participant deferral / active EE | $2,216 | $3,100-28.5% | $4,137-46.4% | $4,274-48.1% |
| Admin fee / account holder | $2,424 | $6,537-62.9% | $9,741-75.1% | $7,775-68.8% |