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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 | $91,955 | $101,752-9.6% | $164,928-44.2% | $80,911+13.6% |
| Participation rate | 64.5% | 71.8%-7.3pp | 78.6%-14.1pp | 67.6%-3.1pp |
| Annual return | 15.64% | 16.73%-1.1pp | 70.08%-54.4pp | 35.63%-20.0pp |
| Employer contribution / active EE | $4,913 | $2,953+66.4% | $4,343+13.1% | $2,756+78.3% |
| Participant deferral / active EE | $7,326 | $4,477+63.6% | $6,034+21.4% | $4,297+70.5% |
| Admin fee / account holder | $3,914 | $8,218-52.4% | $12,684-69.1% | $6,935-43.6% |