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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 | $98,710 | $59,440+66.1% | $78,004+26.5% | $82,637+19.4% |
| Participation rate | 62.2% | 62.8%-0.6pp | 69.4%-7.2pp | 68.1%-5.8pp |
| Annual return | 16.77% | 40.24%-23.5pp | 31.07%-14.3pp | 53.51%-36.7pp |
| Employer contribution / active EE | $1,406 | $1,750-19.7% | $2,469-43.1% | $2,552-44.9% |
| Participant deferral / active EE | $2,598 | $3,138-17.2% | $4,092-36.5% | $4,126-37.0% |
| Admin fee / account holder | $769 | $5,504-86.0% | $7,578-89.9% | $7,339-89.5% |