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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 | $101,090 | $86,949+16.3% | $102,460-1.3% | $80,959+24.9% |
| Participation rate | 67.4% | 72.4%-5.0pp | 76.5%-9.1pp | 67.7%-0.3pp |
| Annual return | 18.99% | 18.89%+0.1pp | 29.47%-10.5pp | 35.67%-16.7pp |
| Employer contribution / active EE | $1,014 | $2,370-57.2% | $3,025-66.5% | $2,757-63.2% |
| Participant deferral / active EE | $2,692 | $4,121-34.7% | $5,056-46.8% | $4,300-37.4% |
| Admin fee / account holder | $2,600 | $8,048-67.7% | $9,460-72.5% | $6,925-62.5% |