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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 | $87,207 | $87,037+0.2% | $106,201-17.9% | $80,874+7.8% |
| Participation rate | 63.2% | 70.4%-7.3pp | 75.3%-12.1pp | 67.6%-4.5pp |
| Annual return | 13.25% | 17.05%-3.8pp | 116.26%-103.0pp | 35.62%-22.4pp |
| Employer contribution / active EE | $2,194 | $2,396-8.4% | $3,170-30.8% | $2,756-20.4% |
| Participant deferral / active EE | $4,296 | $3,986+7.8% | $5,012-14.3% | $4,2970% |
| Admin fee / account holder | $1,137 | $8,434-86.5% | $11,039-89.7% | $6,935-83.6% |