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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 | $88,150 | $101,778-13.4% | $164,975-46.6% | $80,925+8.9% |
| Participation rate | 67.1% | 71.8%-4.7pp | 78.6%-11.5pp | 67.7%-0.5pp |
| Annual return | 15.72% | 16.73%-1.0pp | 70.12%-54.4pp | 35.65%-19.9pp |
| Employer contribution / active EE | $2,967 | $2,954+0.5% | $4,343-31.7% | $2,756+7.7% |
| Participant deferral / active EE | $3,711 | $4,477-17.1% | $6,033-38.5% | $4,299-13.7% |
| Admin fee / account holder | $705 | $8,221-91.4% | $12,688-94.4% | $6,940-89.8% |