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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 | $90,881 | $106,864-15.0% | $147,318-38.3% | $82,637+10.0% |
| Participation rate | 64.9% | 75.5%-10.6pp | 82.1%-17.2pp | 68.1%-3.2pp |
| Annual return | 19.66% | 27.49%-7.8pp | 70.43%-50.8pp | 53.51%-33.9pp |
| Employer contribution / active EE | $2,577 | $3,417-24.6% | $4,593-43.9% | $2,552+1.0% |
| Participant deferral / active EE | $9,773 | $6,496+50.5% | $7,906+23.6% | $4,126+136.9% |
| Admin fee / account holder | $2,870 | $8,415-65.9% | $13,708-79.1% | $7,339-60.9% |