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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 | $77,762 | $65,367+19.0% | $92,915-16.3% | $72,976+6.6% |
| Participation rate | 64.3% | 68.3%-4.0pp | 76.0%-11.7pp | 69.5%-5.2pp |
| Annual return | 32.04% | 42.11%-10.1pp | 109.45%-77.4pp | 81.02%-49.0pp |
| Employer contribution / active EE | $2,806 | $2,594+8.2% | $3,653-23.2% | $2,440+15.0% |
| Participant deferral / active EE | $8,511 | $3,128+172.1% | $4,238+100.8% | $3,608+135.9% |
| Admin fee / account holder | $2,775 | $4,251-34.7% | $5,796-52.1% | $5,124-45.8% |