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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 | $99,346 | $81,504+21.9% | $102,437-3.0% | $80,959+22.7% |
| Participation rate | 63.9% | 66.9%-3.0pp | 74.5%-10.6pp | 67.7%-3.8pp |
| Annual return | 15.97% | 25.60%-9.6pp | 24.95%-9.0pp | 35.67%-19.7pp |
| Employer contribution / active EE | $2,402 | $3,104-22.6% | $3,871-37.9% | $2,757-12.9% |
| Participant deferral / active EE | $6,277 | $3,871+62.2% | $5,060+24.1% | $4,300+46.0% |
| Admin fee / account holder | $4,845 | $6,719-27.9% | $8,388-42.2% | $6,925-30.0% |