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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 | $88,823 | $87,106+2.0% | $105,607-15.9% | $80,935+9.7% |
| Participation rate | 64.7% | 70.4%-5.7pp | 75.3%-10.6pp | 67.7%-3.0pp |
| Annual return | 13.23% | 17.01%-3.8pp | 116.11%-102.9pp | 35.66%-22.4pp |
| Employer contribution / active EE | $2,950 | $2,396+23.1% | $3,167-6.8% | $2,757+7.0% |
| Participant deferral / active EE | $3,748 | $3,986-6.0% | $5,011-25.2% | $4,299-12.8% |
| Admin fee / account holder | $7,468 | $8,447-11.6% | $10,958-31.9% | $6,924+7.8% |