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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 | $91,385 | $99,053-7.7% | $88,179+3.6% | $138,895-34.2% |
| Participation rate | 58.8% | 74.2%-15.4pp | 69.1%-10.3pp | 79.9%-21.1pp |
| Annual return | 17.93% | 78.17%-60.2pp | 64.97%-47.0pp | 145.39%-127.5pp |
| Employer contribution / active EE | $2,621 | $2,882-9.0% | $2,549+2.8% | $4,194-37.5% |
| Participant deferral / active EE | $6,292 | $5,225+20.4% | $4,614+36.4% | $6,396-1.6% |
| Admin fee / account holder | $2,361 | $8,748-73.0% | $7,673-69.2% | $12,562-81.2% |