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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 | $89,174 | $97,125-8.2% | $86,233+3.4% | $137,256-35.0% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.0%-9.0pp | 80.0%-20.0pp |
| Annual return | 15.08% | 74.19%-59.1pp | 61.39%-46.3pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,840 | $2,841-35.2% | $2,504-26.5% | $4,156-55.7% |
| Participant deferral / active EE | $6,208 | $5,180+19.8% | $4,559+36.2% | $6,407-3.1% |
| Admin fee / account holder | $1,012 | $9,725-89.6% | $8,342-87.9% | $12,270-91.8% |