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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 | $89,629 | $81,276+10.3% | $155,574-42.4% | $80,925+10.8% |
| Participation rate | 60.9% | 66.2%-5.4pp | 78.2%-17.3pp | 67.7%-6.8pp |
| Annual return | 29.91% | 33.36%-3.5pp | 64.87%-35.0pp | 35.65%-5.7pp |
| Employer contribution / active EE | $1,367 | $3,103-56.0% | $4,676-70.8% | $2,756-50.4% |
| Participant deferral / active EE | $4,167 | $3,453+20.7% | $5,629-26.0% | $4,299-3.1% |
| Admin fee / account holder | $7,735 | $7,993-3.2% | $15,914-51.4% | $6,940+11.5% |