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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 | $97,158 | $161,352-39.8% | $134,172-27.6% | $137,256-29.2% |
| Participation rate | 66.7% | 78.3%-11.6pp | 72.5%-5.8pp | 80.0%-13.3pp |
| Annual return | 15.42% | 28.72%-13.3pp | 25.30%-9.9pp | 220.34%-204.9pp |
| Employer contribution / active EE | $4,217 | $4,099+2.9% | $3,420+23.3% | $4,156+1.5% |
| Participant deferral / active EE | $9,543 | $5,552+71.9% | $4,690+103.5% | $6,407+49.0% |
| Admin fee / account holder | $1,054 | $15,028-93.0% | $12,016-91.2% | $12,270-91.4% |