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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 | $92,005 | $50,554+82.0% | $67,681+35.9% | $87,485+5.2% |
| Participation rate | 57.1% | 67.7%-10.6pp | 73.7%-16.6pp | 68.9%-11.8pp |
| Annual return | 11.73% | 17.81%-6.1pp | 590.58%-578.9pp | 26.06%-14.3pp |
| Employer contribution / active EE | $2,105 | $1,988+5.8% | $2,678-21.4% | $2,596-18.9% |
| Participant deferral / active EE | $3,694 | $2,961+24.8% | $3,976-7.1% | $4,274-13.6% |
| Admin fee / account holder | $11,316 | $4,132+173.8% | $6,100+85.5% | $7,775+45.5% |