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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 | $91,829 | $88,672+3.6% | $105,223-12.7% | $82,448+11.4% |
| Participation rate | 62.9% | 67.9%-5.1pp | 75.0%-12.2pp | 68.1%-5.2pp |
| Annual return | 22.54% | 30.86%-8.3pp | 180.65%-158.1pp | 41.64%-19.1pp |
| Employer contribution / active EE | $1,658 | $3,048-45.6% | $3,689-55.0% | $2,551-35.0% |
| Participant deferral / active EE | $3,509 | $4,036-13.1% | $5,072-30.8% | $4,139-15.2% |
| Admin fee / account holder | $10,531 | $7,146+47.4% | $8,859+18.9% | $7,234+45.6% |