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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 | $88,831 | $61,125+45.3% | $94,057-5.6% | $87,485+1.5% |
| Participation rate | 59.6% | 64.1%-4.4pp | 73.3%-13.7pp | 68.9%-9.3pp |
| Annual return | 13.79% | 35.20%-21.4pp | 480.62%-466.8pp | 26.06%-12.3pp |
| Employer contribution / active EE | $2,096 | $2,136-1.9% | $2,933-28.5% | $2,596-19.3% |
| Participant deferral / active EE | $3,648 | $3,260+11.9% | $4,709-22.5% | $4,274-14.6% |
| Admin fee / account holder | $2,530 | $5,629-55.1% | $7,244-65.1% | $7,775-67.5% |