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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 | $93,345-5.8% | $119,126-26.2% | $87,485+0.5% |
| Participation rate | 61.9% | 68.7%-6.8pp | 75.8%-13.9pp | 68.9%-7.0pp |
| Annual return | 15.56% | 19.08%-3.5pp | 282.11%-266.6pp | 26.06%-10.5pp |
| Employer contribution / active EE | $2,217 | $3,172-30.1% | $4,034-45.0% | $2,596-14.6% |
| Participant deferral / active EE | $4,291 | $4,099+4.7% | $5,318-19.3% | $4,274+0.4% |
| Admin fee / account holder | $9,094 | $8,039+13.1% | $10,693-15.0% | $7,775+17.0% |