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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 | $97,872 | $67,602+44.8% | $82,312+18.9% | $70,126+39.6% |
| Participation rate | 67.6% | 72.8%-5.1pp | 76.9%-9.2pp | 69.5%-1.9pp |
| Annual return | 21.17% | 21.57%-0.4pp | 25.88%-4.7pp | 73.15%-52.0pp |
| Employer contribution / active EE | $1,021 | $1,755-41.8% | $2,428-57.9% | $2,343-56.4% |
| Participant deferral / active EE | $2,678 | $2,987-10.4% | $3,706-27.8% | $3,332-19.6% |
| Admin fee / account holder | $707 | $4,512-84.3% | $5,608-87.4% | $4,645-84.8% |