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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 | $88,672+8.1% | $105,223-8.9% | $82,448+16.3% |
| Participation rate | 56.8% | 67.9%-11.1pp | 75.0%-18.2pp | 68.1%-11.2pp |
| Annual return | 19.46% | 30.86%-11.4pp | 180.65%-161.2pp | 41.64%-22.2pp |
| Employer contribution / active EE | $2,101 | $3,048-31.1% | $3,689-43.0% | $2,551-17.6% |
| Participant deferral / active EE | $5,620 | $4,036+39.2% | $5,072+10.8% | $4,139+35.8% |
| Admin fee / account holder | $1,889 | $7,146-73.6% | $8,859-78.7% | $7,234-73.9% |