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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 | $93,425 | $93,589-0.2% | $135,942-31.3% | $75,181+24.3% |
| Participation rate | 55.9% | 75.2%-19.3pp | 81.9%-26.0pp | 67.2%-11.3pp |
| Annual return | 55.86% | 30.90%+25.0pp | 68.28%-12.4pp | 160.69%-104.8pp |
| Employer contribution / active EE | $3,173 | $3,537-10.3% | $4,858-34.7% | $2,671+18.8% |
| Participant deferral / active EE | $6,303 | $6,405-1.6% | $7,759-18.8% | $4,126+52.8% |
| Admin fee / account holder | $3,837 | $6,977-45.0% | $10,764-64.4% | $5,650-32.1% |