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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 | $91,769 | $80,983+13.3% | $96,544-4.9% | $75,177+22.1% |
| Participation rate | 63.3% | 71.8%-8.5pp | 76.0%-12.7pp | 67.2%-3.9pp |
| Annual return | 24.99% | 27.05%-2.1pp | 25.88%-0.9pp | 160.75%-135.8pp |
| Employer contribution / active EE | $1,159 | $2,282-49.2% | $2,966-60.9% | $2,671-56.6% |
| Participant deferral / active EE | $3,569 | $3,929-9.2% | $4,851-26.4% | $4,126-13.5% |
| Admin fee / account holder | $13,242 | $6,717+97.2% | $8,254+60.4% | $5,651+134.3% |