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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 | $92,090 | $78,690+17.0% | $161,489-43.0% | $87,485+5.3% |
| Participation rate | 68.8% | 67.5%+1.3pp | 78.7%-9.9pp | 68.9%-0.2pp |
| Annual return | 19.31% | 32.74%-13.4pp | 89.72%-70.4pp | 26.06%-6.8pp |
| Employer contribution / active EE | $1,792 | $2,588-30.8% | $4,268-58.0% | $2,596-31.0% |
| Participant deferral / active EE | $6,214 | $3,311+87.7% | $5,630+10.4% | $4,274+45.4% |
| Admin fee / account holder | $1,195 | $6,724-82.2% | $16,006-92.5% | $7,775-84.6% |