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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 | $90,098 | $78,670+14.5% | $109,173-17.5% | $85,847+5.0% |
| Participation rate | 61.5% | 68.3%-6.7pp | 75.9%-14.3pp | 69.3%-7.8pp |
| Annual return | 13.29% | 25.09%-11.8pp | 25.75%-12.5pp | 318.61%-305.3pp |
| Employer contribution / active EE | $1,980 | $2,734-27.6% | $3,723-46.8% | $2,565-22.8% |
| Participant deferral / active EE | $4,874 | $3,467+40.6% | $4,654+4.7% | $3,952+23.3% |
| Admin fee / account holder | $3,300 | $5,469-39.7% | $6,755-51.1% | $6,261-47.3% |