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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 | $90,714 | $64,920+39.7% | $103,693-12.5% | $86,983+4.3% |
| Participation rate | 64.0% | 63.6%+0.4pp | 72.6%-8.6pp | 69.5%-5.5pp |
| Annual return | 11.86% | 30.29%-18.4pp | 47.61%-35.8pp | 25.83%-14.0pp |
| Employer contribution / active EE | $1,495 | $2,141-30.2% | $2,920-48.8% | $2,584-42.1% |
| Participant deferral / active EE | $2,738 | $3,241-15.5% | $4,579-40.2% | $4,194-34.7% |
| Admin fee / account holder | $4,880 | $6,191-21.2% | $7,858-37.9% | $7,856-37.9% |