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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 | $82,216 | $61,125+34.5% | $94,057-12.6% | $87,485-6.0% |
| Participation rate | 46.7% | 64.1%-17.4pp | 73.3%-26.7pp | 68.9%-22.3pp |
| Annual return | 16.09% | 35.20%-19.1pp | 480.62%-464.5pp | 26.06%-10.0pp |
| Employer contribution / active EE | $2,167 | $2,136+1.4% | $2,933-26.1% | $2,596-16.5% |
| Participant deferral / active EE | $3,893 | $3,260+19.4% | $4,709-17.3% | $4,274-8.9% |
| Admin fee / account holder | $7,374 | $5,629+31.0% | $7,244+1.8% | $7,775-5.2% |