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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 | $90,165 | $88,996+1.3% | $78,004+15.6% | $138,895-35.1% |
| Participation rate | 55.6% | 74.4%-18.8pp | 69.4%-13.9pp | 79.9%-24.4pp |
| Annual return | 12.99% | 28.03%-15.0pp | 31.07%-18.1pp | 145.39%-132.4pp |
| Employer contribution / active EE | $2,161 | $2,917-25.9% | $2,469-12.5% | $4,194-48.5% |
| Participant deferral / active EE | $4,359 | $4,724-7.7% | $4,092+6.5% | $6,396-31.9% |
| Admin fee / account holder | $18,265 | $8,807+107.4% | $7,578+141.0% | $12,562+45.4% |