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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 | $96,731-11.0% | $123,973-30.5% | $86,983-1.0% |
| Participation rate | 55.6% | 70.0%-14.5pp | 76.7%-21.1pp | 69.5%-14.0pp |
| Annual return | 30.37% | 17.33%+13.0pp | 388.13%-357.8pp | 25.83%+4.5pp |
| Employer contribution / active EE | $4,915 | $3,297+49.1% | $4,126+19.1% | $2,584+90.2% |
| Participant deferral / active EE | $5,771 | $4,152+39.0% | $5,247+10.0% | $4,194+37.6% |
| Admin fee / account holder | $2,736 | $8,722-68.6% | $11,799-76.8% | $7,856-65.2% |