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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 | $92,509 | $87,733+5.4% | $106,554-13.2% | $85,851+7.8% |
| Participation rate | 63.6% | 71.9%-8.3pp | 76.1%-12.5pp | 69.3%-5.7pp |
| Annual return | 16.49% | 21.86%-5.4pp | 26.80%-10.3pp | 318.63%-302.1pp |
| Employer contribution / active EE | $1,692 | $2,073-18.4% | $2,819-40.0% | $2,565-34.0% |
| Participant deferral / active EE | $3,745 | $3,469+7.9% | $4,398-14.9% | $3,952-5.3% |
| Admin fee / account holder | $4,243 | $6,767-37.3% | $7,408-42.7% | $6,261-32.2% |