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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 | $99,951 | $89,259+12.0% | $107,187-6.8% | $82,637+21.0% |
| Participation rate | 64.5% | 67.9%-3.4pp | 75.0%-10.5pp | 68.1%-3.5pp |
| Annual return | 18.32% | 21.02%-2.7pp | 204.55%-186.2pp | 53.51%-35.2pp |
| Employer contribution / active EE | $2,449 | $3,080-20.5% | $3,782-35.3% | $2,552-4.0% |
| Participant deferral / active EE | $3,522 | $4,037-12.8% | $5,096-30.9% | $4,126-14.6% |
| Admin fee / account holder | $2,729 | $7,381-63.0% | $9,162-70.2% | $7,339-62.8% |