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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 | $88,291 | $91,559-3.6% | $133,978-34.1% | $79,856+10.6% |
| Participation rate | 52.1% | 73.3%-21.3pp | 79.8%-27.8pp | 69.6%-17.6pp |
| Annual return | 22.64% | 61.85%-39.2pp | 45.10%-22.5pp | 31.71%-9.1pp |
| Employer contribution / active EE | $2,313 | $2,384-3.0% | $3,919-41.0% | $2,471-6.4% |
| Participant deferral / active EE | $5,818 | $3,734+55.8% | $5,047+15.3% | $3,741+55.5% |
| Admin fee / account holder | $607 | $6,321-90.4% | $8,930-93.2% | $5,306-88.6% |