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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 | $86,686 | $99,875-13.2% | $146,866-41.0% | $86,983-0.3% |
| Participation rate | 64.3% | 75.8%-11.5pp | 82.5%-18.2pp | 69.5%-5.3pp |
| Annual return | 35.85% | 28.10%+7.7pp | 102.85%-67.0pp | 25.83%+10.0pp |
| Employer contribution / active EE | $2,659 | $3,224-17.5% | $4,425-39.9% | $2,584+2.9% |
| Participant deferral / active EE | $5,760 | $6,322-8.9% | $7,759-25.8% | $4,194+37.3% |
| Admin fee / account holder | $13,812 | $7,838+76.2% | $13,620+1.4% | $7,856+75.8% |