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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 | $101,097 | $97,125+4.1% | $86,233+17.2% | $137,256-26.3% |
| Participation rate | 53.8% | 74.2%-20.4pp | 69.0%-15.2pp | 80.0%-26.1pp |
| Annual return | 17.88% | 74.19%-56.3pp | 61.39%-43.5pp | 220.34%-202.5pp |
| Employer contribution / active EE | $2,877 | $2,841+1.3% | $2,504+14.9% | $4,156-30.8% |
| Participant deferral / active EE | $5,161 | $5,180-0.4% | $4,559+13.2% | $6,407-19.4% |
| Admin fee / account holder | $522 | $9,725-94.6% | $8,342-93.7% | $12,270-95.7% |