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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 | $91,099 | $73,955+23.2% | $96,520-5.6% | $75,181+21.2% |
| Participation rate | 60.0% | 66.4%-6.4pp | 74.3%-14.3pp | 67.2%-7.2pp |
| Annual return | 19.01% | 26.72%-7.7pp | 35.72%-16.7pp | 160.69%-141.7pp |
| Employer contribution / active EE | $2,025 | $2,930-30.9% | $3,739-45.8% | $2,671-24.2% |
| Participant deferral / active EE | $6,649 | $3,659+81.7% | $4,879+36.3% | $4,126+61.2% |
| Admin fee / account holder | $515 | $5,217-90.1% | $6,733-92.4% | $5,650-90.9% |