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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 | $89,951 | $103,949-13.5% | $69,182+30.0% | $273,972-67.2% |
| Participation rate | 66.7% | 67.4%-0.7pp | 55.1%+11.6pp | 83.0%-16.3pp |
| Annual return | 7.32% | 35.28%-28.0pp | -21.93%+29.3pp | 41.46%-34.1pp |
| Employer contribution / active EE | $2,356 | $1,783+32.1% | $1,206+95.3% | $4,869-51.6% |
| Participant deferral / active EE | $6,526 | $2,716+140.2% | $1,897+244.0% | $5,287+23.4% |
| Admin fee / account holder | $395 | $3,671-89.3% | $2,697-85.4% | $10,133-96.1% |