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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 | $91,891 | $88,672+3.6% | $105,223-12.7% | $82,448+11.5% |
| Participation rate | 60.0% | 67.9%-7.9pp | 75.0%-15.0pp | 68.1%-8.1pp |
| Annual return | 16.95% | 30.86%-13.9pp | 180.65%-163.7pp | 41.64%-24.7pp |
| Employer contribution / active EE | $4,093 | $3,048+34.3% | $3,689+11.0% | $2,551+60.4% |
| Participant deferral / active EE | $8,941 | $4,036+121.5% | $5,072+76.3% | $4,139+116.0% |
| Admin fee / account holder | $11,311 | $7,146+58.3% | $8,859+27.7% | $7,234+56.3% |