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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 | $95,644 | $87,132+9.8% | $105,624-9.4% | $80,959+18.1% |
| Participation rate | 61.0% | 70.4%-9.5pp | 75.3%-14.3pp | 67.7%-6.7pp |
| Annual return | 12.49% | 17.03%-4.5pp | 116.20%-103.7pp | 35.67%-23.2pp |
| Employer contribution / active EE | $2,127 | $2,397-11.2% | $3,168-32.8% | $2,757-22.8% |
| Participant deferral / active EE | $3,690 | $3,985-7.4% | $5,013-26.4% | $4,300-14.2% |
| Admin fee / account holder | $757 | $8,449-91.0% | $10,961-93.1% | $6,925-89.1% |