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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 | $96,410 | $95,404+1.1% | $113,397-15.0% | $82,637+16.7% |
| Participation rate | 66.0% | 72.8%-6.8pp | 76.5%-10.5pp | 68.1%-2.1pp |
| Annual return | 19.40% | 19.08%+0.3pp | 23.20%-3.8pp | 53.51%-34.1pp |
| Employer contribution / active EE | $1,555 | $2,307-32.6% | $2,977-47.8% | $2,552-39.1% |
| Participant deferral / active EE | $3,380 | $4,220-19.9% | $5,076-33.4% | $4,126-18.1% |
| Admin fee / account holder | $5,994 | $9,168-34.6% | $11,957-49.9% | $7,339-18.3% |