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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 | $92,782 | $98,776-6.1% | $149,745-38.0% | $79,856+16.2% |
| Participation rate | 68.9% | 75.8%-6.9pp | 82.5%-13.6pp | 69.6%-0.8pp |
| Annual return | 14.32% | 27.38%-13.1pp | 276.72%-262.4pp | 31.71%-17.4pp |
| Employer contribution / active EE | $2,588 | $3,217-19.6% | $4,646-44.3% | $2,471+4.7% |
| Participant deferral / active EE | $5,388 | $5,681-5.2% | $6,843-21.3% | $3,741+44.1% |
| Admin fee / account holder | $8,551 | $6,053+41.3% | $9,312-8.2% | $5,306+61.1% |