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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 | $95,278 | $94,031+1.3% | $115,768-17.7% | $82,448+15.6% |
| Participation rate | 57.6% | 70.4%-12.8pp | 74.4%-16.8pp | 68.1%-10.5pp |
| Annual return | 26.32% | 20.61%+5.7pp | 100.46%-74.1pp | 41.64%-15.3pp |
| Employer contribution / active EE | $1,860 | $2,323-19.9% | $2,940-36.7% | $2,551-27.1% |
| Participant deferral / active EE | $4,370 | $3,972+10.0% | $4,917-11.1% | $4,139+5.6% |
| Admin fee / account holder | $5,766 | $10,249-43.7% | $12,439-53.6% | $7,234-20.3% |