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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 | $109,124 | $91,559+19.2% | $133,971-18.5% | $79,852+36.7% |
| Participation rate | 64.9% | 73.3%-8.5pp | 79.8%-15.0pp | 69.6%-4.8pp |
| Annual return | 16.24% | 61.85%-45.6pp | 45.09%-28.9pp | 31.72%-15.5pp |
| Employer contribution / active EE | $1,691 | $2,384-29.1% | $3,919-56.8% | $2,471-31.6% |
| Participant deferral / active EE | $4,507 | $3,734+20.7% | $5,047-10.7% | $3,740+20.5% |
| Admin fee / account holder | $5,217 | $6,321-17.5% | $8,929-41.6% | $5,306-1.7% |