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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 | $87,491 | $65,364+33.9% | $92,909-5.8% | $72,975+19.9% |
| Participation rate | 61.3% | 68.3%-7.0pp | 76.0%-14.7pp | 69.5%-8.2pp |
| Annual return | 16.67% | 42.11%-25.4pp | 109.44%-92.8pp | 81.01%-64.3pp |
| Employer contribution / active EE | $1,185 | $2,594-54.3% | $3,653-67.6% | $2,440-51.5% |
| Participant deferral / active EE | $2,396 | $3,128-23.4% | $4,238-43.5% | $3,608-33.6% |
| Admin fee / account holder | $11,030 | $4,251+159.5% | $5,795+90.3% | $5,124+115.3% |