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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 | $94,103 | $93,617+0.5% | $135,982-30.8% | $75,177+25.2% |
| Participation rate | 27.9% | 75.2%-47.3pp | 81.9%-54.0pp | 67.2%-39.3pp |
| Annual return | 17.92% | 30.89%-13.0pp | 68.32%-50.4pp | 160.75%-142.8pp |
| Employer contribution / active EE | $3,415 | $3,538-3.5% | $4,859-29.7% | $2,671+27.8% |
| Participant deferral / active EE | $4,526 | $6,406-29.4% | $7,760-41.7% | $4,126+9.7% |
| Admin fee / account holder | $6,684 | $6,980-4.2% | $10,767-37.9% | $5,651+18.3% |