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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 | $96,310 | $80,985+18.9% | $96,576-0.3% | $75,181+28.1% |
| Participation rate | 65.9% | 71.8%-5.9pp | 76.0%-10.1pp | 67.2%-1.3pp |
| Annual return | 15.69% | 27.05%-11.4pp | 25.87%-10.2pp | 160.69%-145.0pp |
| Employer contribution / active EE | $1,075 | $2,282-52.9% | $2,965-63.8% | $2,671-59.8% |
| Participant deferral / active EE | $4,210 | $3,929+7.2% | $4,851-13.2% | $4,126+2.0% |
| Admin fee / account holder | $1,338 | $6,719-80.1% | $8,253-83.8% | $5,650-76.3% |