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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 | $89,904 | $87,106+3.2% | $105,607-14.9% | $80,935+11.1% |
| Participation rate | 63.8% | 70.4%-6.7pp | 75.3%-11.5pp | 67.7%-3.9pp |
| Annual return | 10.62% | 17.01%-6.4pp | 116.11%-105.5pp | 35.66%-25.0pp |
| Employer contribution / active EE | $1,701 | $2,396-29.0% | $3,167-46.3% | $2,757-38.3% |
| Participant deferral / active EE | $3,129 | $3,986-21.5% | $5,011-37.6% | $4,299-27.2% |
| Admin fee / account holder | $4,941 | $8,447-41.5% | $10,958-54.9% | $6,924-28.6% |