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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 | $87,796 | $76,834+14.3% | $108,359-19.0% | $87,485+0.4% |
| Participation rate | 60.5% | 61.7%-1.2pp | 70.1%-9.6pp | 68.9%-8.4pp |
| Annual return | 17.51% | 19.09%-1.6pp | 36.89%-19.4pp | 26.06%-8.6pp |
| Employer contribution / active EE | $559 | $1,556-64.1% | $2,399-76.7% | $2,596-78.5% |
| Participant deferral / active EE | $6,424 | $3,100+107.2% | $4,137+55.3% | $4,274+50.3% |
| Admin fee / account holder | $9,159 | $6,537+40.1% | $9,741-6.0% | $7,775+17.8% |