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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 | $87,588 | $93,598-6.4% | $135,974-35.6% | $75,173+16.5% |
| Participation rate | 63.3% | 75.2%-11.9pp | 81.9%-18.6pp | 67.2%-3.9pp |
| Annual return | 16.46% | 30.89%-14.4pp | 68.30%-51.8pp | 160.72%-144.3pp |
| Employer contribution / active EE | $1,747 | $3,538-50.6% | $4,859-64.0% | $2,671-34.6% |
| Participant deferral / active EE | $5,537 | $6,405-13.6% | $7,760-28.6% | $4,126+34.2% |
| Admin fee / account holder | $1,978 | $6,978-71.7% | $10,767-81.6% | $5,651-65.0% |