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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 | $92,126 | $93,589-1.6% | $135,942-32.2% | $75,181+22.5% |
| Participation rate | 66.3% | 75.2%-8.9pp | 81.9%-15.6pp | 67.2%-0.9pp |
| Annual return | 19.18% | 30.90%-11.7pp | 68.28%-49.1pp | 160.69%-141.5pp |
| Employer contribution / active EE | $3,015 | $3,537-14.8% | $4,858-37.9% | $2,671+12.9% |
| Participant deferral / active EE | $7,550 | $6,405+17.9% | $7,759-2.7% | $4,126+83.0% |
| Admin fee / account holder | $6,577 | $6,977-5.7% | $10,764-38.9% | $5,650+16.4% |