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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 | $97,460 | $72,273+34.9% | $101,275-3.8% | $79,856+22.0% |
| Participation rate | 62.9% | 68.5%-5.6pp | 75.8%-13.0pp | 69.6%-6.8pp |
| Annual return | 14.86% | 22.30%-7.4pp | 46.48%-31.6pp | 31.71%-16.9pp |
| Employer contribution / active EE | $1,235 | $2,691-54.1% | $3,660-66.3% | $2,471-50.0% |
| Participant deferral / active EE | $3,711 | $3,282+13.1% | $4,371-15.1% | $3,741-0.8% |
| Admin fee / account holder | $1,549 | $4,401-64.8% | $5,948-74.0% | $5,306-70.8% |