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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 | $95,437 | $76,407+24.9% | $150,298-36.5% | $82,448+15.8% |
| Participation rate | 68.0% | 66.4%+1.6pp | 77.8%-9.8pp | 68.1%-0.1pp |
| Annual return | 13.91% | 39.99%-26.1pp | 62.79%-48.9pp | 41.64%-27.7pp |
| Employer contribution / active EE | $2,671 | $2,614+2.2% | $4,154-35.7% | $2,551+4.7% |
| Participant deferral / active EE | $7,095 | $3,214+120.7% | $5,453+30.1% | $4,139+71.4% |
| Admin fee / account holder | $2,180 | $6,352-65.7% | $14,116-84.6% | $7,234-69.9% |