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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 | $87,902 | $88,672-0.9% | $105,223-16.5% | $82,448+6.6% |
| Participation rate | 61.9% | 67.9%-6.0pp | 75.0%-13.1pp | 68.1%-6.2pp |
| Annual return | 15.56% | 30.86%-15.3pp | 180.65%-165.1pp | 41.64%-26.1pp |
| Employer contribution / active EE | $2,217 | $3,048-27.3% | $3,689-39.9% | $2,551-13.1% |
| Participant deferral / active EE | $4,291 | $4,036+6.3% | $5,072-15.4% | $4,139+3.7% |
| Admin fee / account holder | $9,094 | $7,146+27.3% | $8,859+2.7% | $7,234+25.7% |