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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 | $99,392 | $80,781+23.0% | $102,437-3.0% | $74,478+33.5% |
| Participation rate | 66.1% | 65.7%+0.4pp | 74.5%-8.4pp | 67.2%-1.1pp |
| Annual return | 13.41% | 27.58%-14.2pp | 24.95%-11.5pp | 1370.56%-1357.1pp |
| Employer contribution / active EE | $1,658 | $3,160-47.5% | $3,871-57.2% | $2,626-36.9% |
| Participant deferral / active EE | $2,693 | $3,862-30.3% | $5,060-46.8% | $4,350-38.1% |
| Admin fee / account holder | $1,763 | $2,372-25.7% | $8,388-79.0% | $1,946-9.4% |