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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 | $99,919 | $91,559+9.1% | $133,959-25.4% | $79,858+25.1% |
| Participation rate | 60.3% | 73.3%-13.0pp | 79.8%-19.5pp | 69.6%-9.3pp |
| Annual return | 19.52% | 61.85%-42.3pp | 45.09%-25.6pp | 31.72%-12.2pp |
| Employer contribution / active EE | $1,547 | $2,384-35.1% | $3,919-60.5% | $2,471-37.4% |
| Participant deferral / active EE | $2,466 | $3,734-34.0% | $5,047-51.1% | $3,740-34.1% |
| Admin fee / account holder | $1,061 | $6,321-83.2% | $8,928-88.1% | $5,306-80.0% |