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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 | $77,814+17.5% | $158,223-42.2% | $86,983+5.1% |
| Participation rate | 63.0% | 68.4%-5.5pp | 79.2%-16.2pp | 69.5%-6.6pp |
| Annual return | 17.65% | 30.54%-12.9pp | 52.09%-34.4pp | 25.83%-8.2pp |
| Employer contribution / active EE | $3,716 | $2,592+43.4% | $4,109-9.6% | $2,584+43.8% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $5,467-100.0% | $4,194-100.0% |
| Admin fee / account holder | $9,294 | $5,879+58.1% | $16,047-42.1% | $7,856+18.3% |