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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 | $92,743 | $89,259+3.9% | $107,187-13.5% | $82,637+12.2% |
| Participation rate | 64.4% | 67.9%-3.5pp | 75.0%-10.6pp | 68.1%-3.6pp |
| Annual return | 14.22% | 21.02%-6.8pp | 204.55%-190.3pp | 53.51%-39.3pp |
| Employer contribution / active EE | $1,667 | $3,080-45.9% | $3,782-55.9% | $2,552-34.7% |
| Participant deferral / active EE | $3,655 | $4,037-9.5% | $5,096-28.3% | $4,126-11.4% |
| Admin fee / account holder | $5,153 | $7,381-30.2% | $9,162-43.8% | $7,339-29.8% |