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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 | $87,042 | $76,407+13.9% | $150,298-42.1% | $82,448+5.6% |
| Participation rate | 60.0% | 66.4%-6.4pp | 77.8%-17.8pp | 68.1%-8.1pp |
| Annual return | 13.88% | 39.99%-26.1pp | 62.79%-48.9pp | 41.64%-27.8pp |
| Employer contribution / active EE | $1,667 | $2,614-36.2% | $4,154-59.9% | $2,551-34.6% |
| Participant deferral / active EE | $2,645 | $3,214-17.7% | $5,453-51.5% | $4,139-36.1% |
| Admin fee / account holder | $8,907 | $6,352+40.2% | $14,116-36.9% | $7,234+23.1% |