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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 | $82,304 | $81,208+1.3% | $98,920-16.8% | $79,852+3.1% |
| Participation rate | 49.2% | 72.5%-23.3pp | 76.0%-26.8pp | 69.6%-20.5pp |
| Annual return | 15.76% | 60.99%-45.2pp | 196.47%-180.7pp | 31.72%-16.0pp |
| Employer contribution / active EE | $1,796 | $1,960-8.3% | $2,689-33.2% | $2,471-27.3% |
| Participant deferral / active EE | $2,700 | $3,265-17.3% | $4,245-36.4% | $3,740-27.8% |
| Admin fee / account holder | $6,690 | $6,013+11.3% | $6,643+0.7% | $5,306+26.1% |