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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 | $90,551 | $71,230+27.1% | $93,727-3.4% | $80,959+11.8% |
| Participation rate | 53.3% | 60.4%-7.1pp | 68.7%-15.4pp | 67.7%-14.3pp |
| Annual return | 12.11% | 11.26%+0.9pp | 133.83%-121.7pp | 35.67%-23.6pp |
| Employer contribution / active EE | $1,696 | $1,565+8.4% | $2,421-30.0% | $2,757-38.5% |
| Participant deferral / active EE | $3,362 | $4,037-16.7% | $4,417-23.9% | $4,300-21.8% |
| Admin fee / account holder | $4,312 | $6,961-38.1% | $8,292-48.0% | $6,925-37.7% |