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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 | $91,989 | $61,125+50.5% | $94,057-2.2% | $87,485+5.1% |
| Participation rate | 52.8% | 64.1%-11.3pp | 73.3%-20.6pp | 68.9%-16.2pp |
| Annual return | 17.04% | 35.20%-18.2pp | 480.62%-463.6pp | 26.06%-9.0pp |
| Employer contribution / active EE | $3,308 | $2,136+54.8% | $2,933+12.8% | $2,596+27.4% |
| Participant deferral / active EE | $4,710 | $3,260+44.5% | $4,7090% | $4,274+10.2% |
| Admin fee / account holder | $696 | $5,629-87.6% | $7,244-90.4% | $7,775-91.0% |