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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 | $95,898 | $89,259+7.4% | $107,187-10.5% | $82,637+16.0% |
| Participation rate | 56.8% | 67.9%-11.1pp | 75.0%-18.2pp | 68.1%-11.2pp |
| Annual return | 19.46% | 21.02%-1.6pp | 204.55%-185.1pp | 53.51%-34.1pp |
| Employer contribution / active EE | $2,101 | $3,080-31.8% | $3,782-44.4% | $2,552-17.7% |
| Participant deferral / active EE | $5,620 | $4,037+39.2% | $5,096+10.3% | $4,126+36.2% |
| Admin fee / account holder | $1,889 | $7,381-74.4% | $9,162-79.4% | $7,339-74.3% |