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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 | $90,653 | $83,337+8.8% | $67,834+33.6% | $273,972-66.9% |
| Participation rate | 53.8% | 76.4%-22.6pp | 68.8%-15.0pp | 83.0%-29.2pp |
| Annual return | 6.99% | 259.45%-252.5pp | 138.47%-131.5pp | 41.46%-34.5pp |
| Employer contribution / active EE | $1,431 | $3,287-56.5% | $2,403-40.5% | $4,869-70.6% |
| Participant deferral / active EE | $4,223 | $4,088+3.3% | $3,160+33.7% | $5,287-20.1% |
| Admin fee / account holder | $8,487 | $6,752+25.7% | $4,622+83.6% | $10,133-16.2% |