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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 | $89,926 | $76,407+17.7% | $150,298-40.2% | $82,448+9.1% |
| Participation rate | 60.0% | 66.4%-6.4pp | 77.8%-17.8pp | 68.1%-8.1pp |
| Annual return | 17.54% | 39.99%-22.5pp | 62.79%-45.2pp | 41.64%-24.1pp |
| Employer contribution / active EE | $2,271 | $2,614-13.1% | $4,154-45.3% | $2,551-11.0% |
| Participant deferral / active EE | $3,626 | $3,214+12.8% | $5,453-33.5% | $4,139-12.4% |
| Admin fee / account holder | $1,709 | $6,352-73.1% | $14,116-87.9% | $7,234-76.4% |