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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 | $85,027 | $69,515+22.3% | $86,868-2.1% | $85,856-1.0% |
| Participation rate | 63.5% | 66.3%-2.9pp | 71.6%-8.2pp | 69.3%-5.9pp |
| Annual return | 30.91% | 20.12%+10.8pp | 63.53%-32.6pp | 318.58%-287.7pp |
| Employer contribution / active EE | $1,780 | $1,880-5.3% | $2,496-28.7% | $2,565-30.6% |
| Participant deferral / active EE | $3,355 | $2,919+14.9% | $3,699-9.3% | $3,952-15.1% |
| Admin fee / account holder | $1,297 | $5,972-78.3% | $5,829-77.8% | $6,261-79.3% |