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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 | $90,214 | $91,559-1.5% | $133,959-32.7% | $79,858+13.0% |
| Participation rate | 55.1% | 73.3%-18.3pp | 79.8%-24.8pp | 69.6%-14.6pp |
| Annual return | 26.02% | 61.85%-35.8pp | 45.09%-19.1pp | 31.72%-5.7pp |
| Employer contribution / active EE | $2,837 | $2,384+19.0% | $3,919-27.6% | $2,471+14.8% |
| Participant deferral / active EE | $5,065 | $3,734+35.7% | $5,047+0.4% | $3,740+35.4% |
| Admin fee / account holder | $866 | $6,321-86.3% | $8,928-90.3% | $5,306-83.7% |