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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 | $102,149 | $95,453+7.0% | $112,040-8.8% | $82,448+23.9% |
| Participation rate | 64.2% | 72.8%-8.6pp | 76.5%-12.3pp | 68.1%-3.9pp |
| Annual return | 15.14% | 23.92%-8.8pp | 24.52%-9.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $901 | $2,318-61.1% | $2,954-69.5% | $2,551-64.7% |
| Participant deferral / active EE | $2,709 | $4,224-35.9% | $5,098-46.9% | $4,139-34.5% |
| Admin fee / account holder | $1,838 | $9,013-79.6% | $12,098-84.8% | $7,234-74.6% |