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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 | $89,138 | $69,977+27.4% | $108,582-17.9% | $62,881+41.8% |
| Participation rate | 69.2% | 72.9%-3.7pp | 79.6%-10.3pp | 69.3%-0.1pp |
| Annual return | 6.89% | 10.73%-3.8pp | -51.70%+58.6pp | 20.14%-13.3pp |
| Employer contribution / active EE | $2,526 | $2,135+18.3% | $3,758-32.8% | $2,281+10.8% |
| Participant deferral / active EE | $4,966 | $3,165+56.9% | $4,311+15.2% | $3,203+55.0% |
| Admin fee / account holder | $3,041 | $5,076-40.1% | $7,645-60.2% | $4,296-29.2% |