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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 | $92,059 | $107,666-14.5% | $102,184-9.9% | $154,746-40.5% |
| Participation rate | 69.2% | 83.7%-14.5pp | 82.6%-13.4pp | 80.7%-11.5pp |
| Annual return | 17.66% | 29.33%-11.7pp | 31.58%-13.9pp | 172.34%-154.7pp |
| Employer contribution / active EE | $3,872 | $3,846+0.7% | $3,594+7.7% | $4,379-11.6% |
| Participant deferral / active EE | $13,865 | $8,719+59.0% | $8,309+66.9% | $6,730+106.0% |
| Admin fee / account holder | $7,608 | $12,943-41.2% | $11,609-34.5% | $14,365-47.0% |