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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 | $95,065 | $88,672+7.2% | $105,223-9.7% | $82,448+15.3% |
| Participation rate | 51.8% | 67.9%-16.1pp | 75.0%-23.3pp | 68.1%-16.3pp |
| Annual return | 14.54% | 30.86%-16.3pp | 180.65%-166.1pp | 41.64%-27.1pp |
| Employer contribution / active EE | $2,064 | $3,048-32.3% | $3,689-44.0% | $2,551-19.1% |
| Participant deferral / active EE | $4,289 | $4,036+6.3% | $5,072-15.4% | $4,139+3.6% |
| Admin fee / account holder | $4,171 | $7,146-41.6% | $8,859-52.9% | $7,234-42.3% |