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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 | $94,212 | $93,345+0.9% | $119,126-20.9% | $87,485+7.7% |
| Participation rate | 54.5% | 68.7%-14.2pp | 75.8%-21.2pp | 68.9%-14.4pp |
| Annual return | 18.52% | 19.08%-0.6pp | 282.11%-263.6pp | 26.06%-7.5pp |
| Employer contribution / active EE | $2,485 | $3,172-21.6% | $4,034-38.4% | $2,596-4.3% |
| Participant deferral / active EE | $6,217 | $4,099+51.7% | $5,318+16.9% | $4,274+45.5% |
| Admin fee / account holder | $838 | $8,039-89.6% | $10,693-92.2% | $7,775-89.2% |