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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 | $81,446+22.0% | $103,374-3.9% | $80,874+22.8% |
| Participation rate | 63.9% | 66.9%-3.0pp | 74.5%-10.6pp | 67.6%-3.8pp |
| Annual return | 15.97% | 25.57%-9.6pp | 24.89%-8.9pp | 35.62%-19.7pp |
| Employer contribution / active EE | $2,402 | $3,107-22.7% | $3,869-37.9% | $2,756-12.8% |
| Participant deferral / active EE | $6,277 | $3,870+62.2% | $5,058+24.1% | $4,297+46.1% |
| Admin fee / account holder | $4,845 | $6,715-27.8% | $8,394-42.3% | $6,935-30.1% |