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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 | $84,199 | $91,559-8.0% | $133,978-37.2% | $79,856+5.4% |
| Participation rate | 51.0% | 73.3%-22.3pp | 79.8%-28.8pp | 69.6%-18.6pp |
| Annual return | 10.37% | 61.85%-51.5pp | 45.10%-34.7pp | 31.71%-21.3pp |
| Employer contribution / active EE | $1,911 | $2,384-19.8% | $3,919-51.2% | $2,471-22.7% |
| Participant deferral / active EE | $1,923 | $3,734-48.5% | $5,047-61.9% | $3,741-48.6% |
| Admin fee / account holder | $5,909 | $6,321-6.5% | $8,930-33.8% | $5,306+11.4% |