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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 | $97,771 | $91,559+6.8% | $133,971-27.0% | $79,852+22.4% |
| Participation rate | 63.3% | 73.3%-10.0pp | 79.8%-16.5pp | 69.6%-6.3pp |
| Annual return | 14.82% | 61.85%-47.0pp | 45.09%-30.3pp | 31.72%-16.9pp |
| Employer contribution / active EE | $2,535 | $2,384+6.3% | $3,919-35.3% | $2,471+2.6% |
| Participant deferral / active EE | $4,921 | $3,734+31.8% | $5,047-2.5% | $3,740+31.6% |
| Admin fee / account holder | $3,630 | $6,321-42.6% | $8,929-59.3% | $5,306-31.6% |