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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 | $90,369 | $103,949-13.1% | $69,182+30.6% | $273,972-67.0% |
| Participation rate | 66.7% | 67.4%-0.7pp | 55.1%+11.6pp | 83.0%-16.3pp |
| Annual return | 8.86% | 35.28%-26.4pp | -21.93%+30.8pp | 41.46%-32.6pp |
| Employer contribution / active EE | $3,466 | $1,783+94.4% | $1,206+187.3% | $4,869-28.8% |
| Participant deferral / active EE | $10,096 | $2,716+271.7% | $1,897+432.2% | $5,287+91.0% |
| Admin fee / account holder | $832 | $3,671-77.3% | $2,697-69.2% | $10,133-91.8% |