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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 | $81,227 | $83,090-2.2% | $130,062-37.5% | $71,529+13.6% |
| Participation rate | 69.0% | 74.1%-5.1pp | 78.5%-9.5pp | 67.9%+1.1pp |
| Annual return | 18.88% | 20.61%-1.7pp | -137.37%+156.2pp | 28.97%-10.1pp |
| Employer contribution / active EE | $3,182 | $2,624+21.3% | $4,322-26.4% | $2,590+22.9% |
| Participant deferral / active EE | $4,114 | $4,436-7.3% | $5,821-29.3% | $4,291-4.1% |
| Admin fee / account holder | $3,443 | $1,727+99.3% | $10,601-67.5% | $1,588+116.7% |