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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 | $96,731-10.0% | $123,973-29.8% | $86,983+0.1% |
| Participation rate | 53.8% | 70.0%-16.2pp | 76.7%-22.8pp | 69.5%-15.7pp |
| Annual return | 14.38% | 17.33%-2.9pp | 388.13%-373.7pp | 25.83%-11.5pp |
| Employer contribution / active EE | $3,058 | $3,297-7.2% | $4,126-25.9% | $2,584+18.3% |
| Participant deferral / active EE | $5,494 | $4,152+32.3% | $5,247+4.7% | $4,194+31.0% |
| Admin fee / account holder | $2,626 | $8,722-69.9% | $11,799-77.7% | $7,856-66.6% |