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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 | $95,009 | $78,428+21.1% | $95,960-1.0% | $79,852+19.0% |
| Participation rate | 69.1% | 73.5%-4.3pp | 77.1%-7.9pp | 69.6%-0.5pp |
| Annual return | 17.31% | 19.37%-2.1pp | 91.63%-74.3pp | 31.72%-14.4pp |
| Employer contribution / active EE | $1,611 | $1,945-17.2% | $2,541-36.6% | $2,471-34.8% |
| Participant deferral / active EE | $4,349 | $3,440+26.4% | $4,167+4.4% | $3,740+16.3% |
| Admin fee / account holder | $582 | $5,622-89.6% | $6,797-91.4% | $5,306-89.0% |