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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 | $98,804 | $95,453+3.5% | $112,040-11.8% | $82,448+19.8% |
| Participation rate | 60.5% | 72.8%-12.3pp | 76.5%-16.0pp | 68.1%-7.6pp |
| Annual return | 19.54% | 23.92%-4.4pp | 24.52%-5.0pp | 41.64%-22.1pp |
| Employer contribution / active EE | $1,327 | $2,318-42.8% | $2,954-55.1% | $2,551-48.0% |
| Participant deferral / active EE | $2,878 | $4,224-31.9% | $5,098-43.5% | $4,139-30.5% |
| Admin fee / account holder | $6,048 | $9,013-32.9% | $12,098-50.0% | $7,234-16.4% |