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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 | $100,658 | $80,985+24.3% | $96,576+4.2% | $75,181+33.9% |
| Participation rate | 60.0% | 71.8%-11.8pp | 76.0%-16.0pp | 67.2%-7.2pp |
| Annual return | 15.18% | 27.05%-11.9pp | 25.87%-10.7pp | 160.69%-145.5pp |
| Employer contribution / active EE | $979 | $2,282-57.1% | $2,965-67.0% | $2,671-63.3% |
| Participant deferral / active EE | $2,778 | $3,929-29.3% | $4,851-42.7% | $4,126-32.7% |
| Admin fee / account holder | $8,323 | $6,719+23.9% | $8,253+0.9% | $5,650+47.3% |