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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 | $86,917 | $88,672-2.0% | $105,223-17.4% | $82,448+5.4% |
| Participation rate | 64.5% | 67.9%-3.4pp | 75.0%-10.5pp | 68.1%-3.6pp |
| Annual return | 18.07% | 30.86%-12.8pp | 180.65%-162.6pp | 41.64%-23.6pp |
| Employer contribution / active EE | $1,817 | $3,048-40.4% | $3,689-50.7% | $2,551-28.8% |
| Participant deferral / active EE | $4,375 | $4,036+8.4% | $5,072-13.7% | $4,139+5.7% |
| Admin fee / account holder | $1,332 | $7,146-81.4% | $8,859-85.0% | $7,234-81.6% |