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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 | $110,125 | $89,364+23.2% | $141,177-22.0% | $72,983+50.9% |
| Participation rate | 58.1% | 75.1%-17.1pp | 82.5%-24.4pp | 69.5%-11.4pp |
| Annual return | 22.96% | 111.86%-88.9pp | 71.40%-48.4pp | 81.01%-58.0pp |
| Employer contribution / active EE | $2,834 | $3,115-9.0% | $4,736-40.1% | $2,440+16.2% |
| Participant deferral / active EE | $5,717 | $5,419+5.5% | $6,710-14.8% | $3,608+58.5% |
| Admin fee / account holder | $1,056 | $5,959-82.3% | $10,263-89.7% | $5,124-79.4% |