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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 | $87,041 | $89,259-2.5% | $107,187-18.8% | $82,637+5.3% |
| Participation rate | 53.8% | 67.9%-14.1pp | 75.0%-21.2pp | 68.1%-14.2pp |
| Annual return | 14.38% | 21.02%-6.6pp | 204.55%-190.2pp | 53.51%-39.1pp |
| Employer contribution / active EE | $3,058 | $3,080-0.7% | $3,782-19.1% | $2,552+19.8% |
| Participant deferral / active EE | $5,494 | $4,037+36.1% | $5,096+7.8% | $4,126+33.1% |
| Admin fee / account holder | $2,626 | $7,381-64.4% | $9,162-71.3% | $7,339-64.2% |