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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 | $87,993 | $77,817+13.1% | $123,553-28.8% | $64,173+37.1% |
| Participation rate | 63.3% | 74.7%-11.4pp | 82.3%-19.0pp | 69.6%-6.2pp |
| Annual return | 11.67% | 12.49%-0.8pp | 119.21%-107.5pp | 7.63%+4.0pp |
| Employer contribution / active EE | $691 | $3,014-77.1% | $4,628-85.1% | $2,381-71.0% |
| Participant deferral / active EE | $5,252 | $5,240+0.2% | $6,426-18.3% | $3,470+51.4% |
| Admin fee / account holder | $1,827 | $5,519-66.9% | $9,284-80.3% | $4,887-62.6% |