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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 | $87,596 | $87,733-0.2% | $106,551-17.8% | $85,856+2.0% |
| Participation rate | 61.5% | 71.9%-10.4pp | 76.1%-14.6pp | 69.3%-7.8pp |
| Annual return | 12.99% | 21.86%-8.9pp | 26.80%-13.8pp | 318.58%-305.6pp |
| Employer contribution / active EE | $3,991 | $2,073+92.5% | $2,819+41.6% | $2,565+55.6% |
| Participant deferral / active EE | $1,928 | $3,469-44.4% | $4,398-56.2% | $3,952-51.2% |
| Admin fee / account holder | $4,596 | $6,767-32.1% | $7,408-38.0% | $6,261-26.6% |