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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 | $97,982 | $79,955+22.5% | $98,461-0.5% | $75,173+30.3% |
| Participation rate | 66.7% | 70.4%-3.7pp | 75.2%-8.5pp | 67.2%-0.5pp |
| Annual return | 17.61% | 19.75%-2.1pp | 21.17%-3.6pp | 160.72%-143.1pp |
| Employer contribution / active EE | $2,898 | $2,264+28.0% | $3,049-4.9% | $2,671+8.5% |
| Participant deferral / active EE | $4,264 | $3,752+13.6% | $4,738-10.0% | $4,126+3.3% |
| Admin fee / account holder | $1,776 | $6,841-74.0% | $8,961-80.2% | $5,651-68.6% |