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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 | $96,193 | $71,215+35.1% | $93,696+2.7% | $80,935+18.9% |
| Participation rate | 60.7% | 60.4%+0.3pp | 68.7%-8.0pp | 67.7%-6.9pp |
| Annual return | 10.36% | 11.27%-0.9pp | 133.74%-123.4pp | 35.66%-25.3pp |
| Employer contribution / active EE | $1,329 | $1,565-15.1% | $2,422-45.1% | $2,757-51.8% |
| Participant deferral / active EE | $3,252 | $4,037-19.4% | $4,417-26.4% | $4,299-24.4% |
| Admin fee / account holder | $986 | $6,958-85.8% | $8,287-88.1% | $6,924-85.8% |