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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 | $91,576 | $93,589-2.2% | $135,942-32.6% | $75,181+21.8% |
| Participation rate | 51.9% | 75.2%-23.3pp | 81.9%-30.1pp | 67.2%-15.3pp |
| Annual return | 18.37% | 30.90%-12.5pp | 68.28%-49.9pp | 160.69%-142.3pp |
| Employer contribution / active EE | $3,093 | $3,537-12.6% | $4,858-36.3% | $2,671+15.8% |
| Participant deferral / active EE | $8,097 | $6,405+26.4% | $7,759+4.4% | $4,126+96.2% |
| Admin fee / account holder | $18,033 | $6,977+158.5% | $10,764+67.5% | $5,650+219.2% |