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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 | $89,815 | $91,559-1.9% | $133,971-33.0% | $79,852+12.5% |
| Participation rate | 62.9% | 73.3%-10.5pp | 79.8%-17.0pp | 69.6%-6.8pp |
| Annual return | 21.49% | 61.85%-40.4pp | 45.09%-23.6pp | 31.72%-10.2pp |
| Employer contribution / active EE | $2,799 | $2,384+17.4% | $3,919-28.6% | $2,471+13.3% |
| Participant deferral / active EE | $6,658 | $3,734+78.3% | $5,047+31.9% | $3,740+78.0% |
| Admin fee / account holder | $6,437 | $6,321+1.8% | $8,929-27.9% | $5,306+21.3% |