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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 | $98,651 | $91,559+7.7% | $133,959-26.4% | $79,858+23.5% |
| Participation rate | 62.5% | 73.3%-10.8pp | 79.8%-17.3pp | 69.6%-7.1pp |
| Annual return | 18.46% | 61.85%-43.4pp | 45.09%-26.6pp | 31.72%-13.3pp |
| Employer contribution / active EE | $1,712 | $2,384-28.2% | $3,919-56.3% | $2,471-30.7% |
| Participant deferral / active EE | $4,188 | $3,734+12.2% | $5,047-17.0% | $3,740+12.0% |
| Admin fee / account holder | $2,877 | $6,321-54.5% | $8,928-67.8% | $5,306-45.8% |