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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 | $93,312 | $93,598-0.3% | $135,974-31.4% | $75,173+24.1% |
| Participation rate | 61.8% | 75.2%-13.4pp | 81.9%-20.2pp | 67.2%-5.4pp |
| Annual return | 17.66% | 30.89%-13.2pp | 68.30%-50.6pp | 160.72%-143.1pp |
| Employer contribution / active EE | $3,447 | $3,538-2.6% | $4,859-29.1% | $2,671+29.1% |
| Participant deferral / active EE | $9,353 | $6,405+46.0% | $7,760+20.5% | $4,126+126.7% |
| Admin fee / account holder | $19,172 | $6,978+174.8% | $10,767+78.1% | $5,651+239.3% |