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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 | $94,056 | $88,137+6.7% | $164,975-43.0% | $74,429+26.4% |
| Participation rate | 62.9% | 73.1%-10.2pp | 78.6%-15.7pp | 67.2%-4.3pp |
| Annual return | 13.46% | 17.13%-3.7pp | 70.12%-56.7pp | 1368.38%-1354.9pp |
| Employer contribution / active EE | $2,901 | $2,597+11.7% | $4,343-33.2% | $2,625+10.5% |
| Participant deferral / active EE | $3,852 | $4,501-14.4% | $6,033-36.2% | $4,348-11.4% |
| Admin fee / account holder | $2,073 | $2,231-7.1% | $12,688-83.7% | $1,944+6.6% |