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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 | $91,534 | $96,731-5.4% | $123,973-26.2% | $86,983+5.2% |
| Participation rate | 61.5% | 70.0%-8.5pp | 76.7%-15.1pp | 69.5%-8.0pp |
| Annual return | 17.81% | 17.33%+0.5pp | 388.13%-370.3pp | 25.83%-8.0pp |
| Employer contribution / active EE | $2,351 | $3,297-28.7% | $4,126-43.0% | $2,584-9.0% |
| Participant deferral / active EE | $6,118 | $4,152+47.4% | $5,247+16.6% | $4,194+45.9% |
| Admin fee / account holder | $1,856 | $8,722-78.7% | $11,799-84.3% | $7,856-76.4% |