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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 | $83,923 | $90,504-7.3% | $78,690+6.7% | $273,965-69.4% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 12.15% | 75.61%-63.5pp | 62.18%-50.0pp | 41.45%-29.3pp |
| Employer contribution / active EE | $4,820 | $3,176+51.8% | $2,851+69.1% | $4,869-1.0% |
| Participant deferral / active EE | $10,506 | $3,901+169.3% | $3,517+198.7% | $5,287+98.7% |
| Admin fee / account holder | $3,959 | $5,263-24.8% | $4,511-12.2% | $10,132-60.9% |