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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 | $86,161 | $78,428+9.9% | $95,960-10.2% | $79,852+7.9% |
| Participation rate | 69.6% | 73.5%-3.9pp | 77.1%-7.5pp | 69.6%-0.1pp |
| Annual return | 17.90% | 19.37%-1.5pp | 91.63%-73.7pp | 31.72%-13.8pp |
| Employer contribution / active EE | $1,672 | $1,945-14.1% | $2,541-34.2% | $2,471-32.4% |
| Participant deferral / active EE | $2,710 | $3,440-21.2% | $4,167-35.0% | $3,740-27.5% |
| Admin fee / account holder | $1,354 | $5,622-75.9% | $6,797-80.1% | $5,306-74.5% |