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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 | $86,996 | $93,345-6.8% | $119,126-27.0% | $87,485-0.6% |
| Participation rate | 52.9% | 68.7%-15.8pp | 75.8%-22.8pp | 68.9%-16.0pp |
| Annual return | 17.23% | 19.08%-1.8pp | 282.11%-264.9pp | 26.06%-8.8pp |
| Employer contribution / active EE | $2,435 | $3,172-23.2% | $4,034-39.6% | $2,596-6.2% |
| Participant deferral / active EE | $4,563 | $4,099+11.3% | $5,318-14.2% | $4,274+6.8% |
| Admin fee / account holder | $1,364 | $8,039-83.0% | $10,693-87.2% | $7,775-82.5% |