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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 | $108,126 | $76,834+40.7% | $108,359-0.2% | $87,485+23.6% |
| Participation rate | 60.0% | 61.7%-1.7pp | 70.1%-10.1pp | 68.9%-8.9pp |
| Annual return | 20.81% | 19.09%+1.7pp | 36.89%-16.1pp | 26.06%-5.3pp |
| Employer contribution / active EE | $1,312 | $1,556-15.7% | $2,399-45.3% | $2,596-49.5% |
| Participant deferral / active EE | $4,874 | $3,100+57.2% | $4,137+17.8% | $4,274+14.0% |
| Admin fee / account holder | $2,733 | $6,537-58.2% | $9,741-71.9% | $7,775-64.8% |