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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 | $90,603 | $83,485+8.5% | $125,180-27.6% | $72,983+24.1% |
| Participation rate | 68.8% | 73.3%-4.6pp | 79.8%-11.0pp | 69.5%-0.7pp |
| Annual return | 19.18% | 25.78%-6.6pp | 43.79%-24.6pp | 81.01%-61.8pp |
| Employer contribution / active EE | $1,523 | $2,346-35.1% | $3,866-60.6% | $2,440-37.6% |
| Participant deferral / active EE | $3,372 | $3,586-6.0% | $4,937-31.7% | $3,608-6.5% |
| Admin fee / account holder | $2,294 | $5,518-58.4% | $9,703-76.4% | $5,124-55.2% |