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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 | $86,102 | $88,672-2.9% | $105,223-18.2% | $82,448+4.4% |
| Participation rate | 55.6% | 67.9%-12.4pp | 75.0%-19.5pp | 68.1%-12.5pp |
| Annual return | 30.37% | 30.86%-0.5pp | 180.65%-150.3pp | 41.64%-11.3pp |
| Employer contribution / active EE | $4,915 | $3,048+61.2% | $3,689+33.2% | $2,551+92.7% |
| Participant deferral / active EE | $5,771 | $4,036+43.0% | $5,072+13.8% | $4,139+39.4% |
| Admin fee / account holder | $2,736 | $7,146-61.7% | $8,859-69.1% | $7,234-62.2% |