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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 | $99,564 | $72,492+37.3% | $87,102+14.3% | $72,983+36.4% |
| Participation rate | 65.2% | 72.8%-7.6pp | 76.9%-11.7pp | 69.5%-4.3pp |
| Annual return | 22.73% | 24.46%-1.7pp | 28.19%-5.5pp | 81.01%-58.3pp |
| Employer contribution / active EE | $1,616 | $1,894-14.7% | $2,521-35.9% | $2,440-33.8% |
| Participant deferral / active EE | $4,511 | $3,270+38.0% | $4,048+11.4% | $3,608+25.1% |
| Admin fee / account holder | $523 | $5,055-89.6% | $7,491-93.0% | $5,124-89.8% |