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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 | $88,284 | $89,259-1.1% | $107,187-17.6% | $82,637+6.8% |
| Participation rate | 60.5% | 67.9%-7.5pp | 75.0%-14.6pp | 68.1%-7.6pp |
| Annual return | 16.33% | 21.02%-4.7pp | 204.55%-188.2pp | 53.51%-37.2pp |
| Employer contribution / active EE | $2,785 | $3,080-9.6% | $3,782-26.4% | $2,552+9.1% |
| Participant deferral / active EE | $5,438 | $4,037+34.7% | $5,096+6.7% | $4,126+31.8% |
| Admin fee / account holder | $15,032 | $7,381+103.7% | $9,162+64.1% | $7,339+104.8% |