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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 | $81,551 | $89,367-8.7% | $141,191-42.2% | $72,975+11.8% |
| Participation rate | 63.9% | 75.1%-11.2pp | 82.5%-18.6pp | 69.5%-5.6pp |
| Annual return | 20.96% | 111.87%-90.9pp | 71.41%-50.4pp | 81.01%-60.1pp |
| Employer contribution / active EE | $2,646 | $3,115-15.0% | $4,736-44.1% | $2,440+8.4% |
| Participant deferral / active EE | $5,656 | $5,419+4.4% | $6,710-15.7% | $3,608+56.8% |
| Admin fee / account holder | $9,792 | $5,957+64.4% | $10,264-4.6% | $5,124+91.1% |