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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 | $91,208 | $106,864-14.7% | $147,318-38.1% | $82,637+10.4% |
| Participation rate | 56.3% | 75.5%-19.3pp | 82.1%-25.8pp | 68.1%-11.8pp |
| Annual return | 24.09% | 27.49%-3.4pp | 70.43%-46.3pp | 53.51%-29.4pp |
| Employer contribution / active EE | $2,002 | $3,417-41.4% | $4,593-56.4% | $2,552-21.6% |
| Participant deferral / active EE | $5,990 | $6,496-7.8% | $7,906-24.2% | $4,126+45.2% |
| Admin fee / account holder | $1,096 | $8,415-87.0% | $13,708-92.0% | $7,339-85.1% |