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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 | $91,867 | $98,776-7.0% | $149,745-38.7% | $79,856+15.0% |
| Participation rate | 64.1% | 75.8%-11.7pp | 82.5%-18.4pp | 69.6%-5.5pp |
| Annual return | 23.53% | 27.38%-3.8pp | 276.72%-253.2pp | 31.71%-8.2pp |
| Employer contribution / active EE | $3,494 | $3,217+8.6% | $4,646-24.8% | $2,471+41.4% |
| Participant deferral / active EE | $7,361 | $5,681+29.6% | $6,843+7.6% | $3,741+96.8% |
| Admin fee / account holder | $3,750 | $6,053-38.0% | $9,312-59.7% | $5,306-29.3% |