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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 | $93,780 | $87,132+7.6% | $105,624-11.2% | $80,959+15.8% |
| Participation rate | 60.0% | 70.4%-10.4pp | 75.3%-15.3pp | 67.7%-7.7pp |
| Annual return | 13.77% | 17.03%-3.3pp | 116.20%-102.4pp | 35.67%-21.9pp |
| Employer contribution / active EE | $1,077 | $2,397-55.1% | $3,168-66.0% | $2,757-60.9% |
| Participant deferral / active EE | $3,188 | $3,985-20.0% | $5,013-36.4% | $4,300-25.9% |
| Admin fee / account holder | $8,911 | $8,449+5.5% | $10,961-18.7% | $6,925+28.7% |