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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 | $90,861 | $89,259+1.8% | $107,187-15.2% | $82,637+10.0% |
| Participation rate | 57.6% | 67.9%-10.4pp | 75.0%-17.4pp | 68.1%-10.5pp |
| Annual return | 17.90% | 21.02%-3.1pp | 204.55%-186.6pp | 53.51%-35.6pp |
| Employer contribution / active EE | $1,999 | $3,080-35.1% | $3,782-47.1% | $2,552-21.7% |
| Participant deferral / active EE | $6,081 | $4,037+50.6% | $5,096+19.3% | $4,126+47.4% |
| Admin fee / account holder | $7,452 | $7,381+1.0% | $9,162-18.7% | $7,339+1.5% |