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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 | $91,434 | $75,541+21.0% | $152,093-39.9% | $82,637+10.6% |
| Participation rate | 63.0% | 66.5%-3.6pp | 77.8%-14.8pp | 68.1%-5.1pp |
| Annual return | 17.65% | 32.56%-14.9pp | 66.36%-48.7pp | 53.51%-35.9pp |
| Employer contribution / active EE | $3,716 | $2,622+41.7% | $4,175-11.0% | $2,552+45.6% |
| Participant deferral / active EE | $0 | $3,206-100.0% | $5,451-100.0% | $4,126-100.0% |
| Admin fee / account holder | $9,294 | $6,405+45.1% | $14,497-35.9% | $7,339+26.6% |