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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 | $100,271 | $87,106+15.1% | $105,607-5.1% | $80,935+23.9% |
| Participation rate | 66.1% | 70.4%-4.3pp | 75.3%-9.1pp | 67.7%-1.5pp |
| Annual return | 14.22% | 17.01%-2.8pp | 116.11%-101.9pp | 35.66%-21.4pp |
| Employer contribution / active EE | $728 | $2,396-69.6% | $3,167-77.0% | $2,757-73.6% |
| Participant deferral / active EE | $4,016 | $3,986+0.7% | $5,011-19.9% | $4,299-6.6% |
| Admin fee / account holder | $4,508 | $8,447-46.6% | $10,958-58.9% | $6,924-34.9% |