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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 | $85,395 | $89,259-4.3% | $107,187-20.3% | $82,637+3.3% |
| Participation rate | 55.3% | 67.9%-12.6pp | 75.0%-19.7pp | 68.1%-12.7pp |
| Annual return | 25.95% | 21.02%+4.9pp | 204.55%-178.6pp | 53.51%-27.6pp |
| Employer contribution / active EE | $2,153 | $3,080-30.1% | $3,782-43.1% | $2,552-15.6% |
| Participant deferral / active EE | $4,865 | $4,037+20.5% | $5,096-4.5% | $4,126+17.9% |
| Admin fee / account holder | $5,333 | $7,381-27.8% | $9,162-41.8% | $7,339-27.3% |