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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 | $88,552 | $63,354+39.8% | $94,105-5.9% | $82,637+7.2% |
| Participation rate | 53.3% | 63.8%-10.5pp | 71.9%-18.6pp | 68.1%-14.7pp |
| Annual return | 25.73% | 34.36%-8.6pp | 204.55%-178.8pp | 53.51%-27.8pp |
| Employer contribution / active EE | $1,723 | $1,760-2.1% | $2,504-31.2% | $2,552-32.5% |
| Participant deferral / active EE | $3,857 | $2,873+34.2% | $3,881-0.6% | $4,126-6.5% |
| Admin fee / account holder | $728 | $5,073-85.6% | $6,199-88.3% | $7,339-90.1% |