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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 | $97,876 | $93,589+4.6% | $135,942-28.0% | $75,181+30.2% |
| Participation rate | 35.7% | 75.2%-39.5pp | 81.9%-46.2pp | 67.2%-31.5pp |
| Annual return | 18.64% | 30.90%-12.3pp | 68.28%-49.6pp | 160.69%-142.0pp |
| Employer contribution / active EE | $7,507 | $3,537+112.2% | $4,858+54.5% | $2,671+181.1% |
| Participant deferral / active EE | $4,063 | $6,405-36.6% | $7,759-47.6% | $4,126-1.5% |
| Admin fee / account holder | $1,957 | $6,977-72.0% | $10,764-81.8% | $5,650-65.4% |