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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 | $91,715 | $89,367+2.6% | $141,191-35.0% | $72,975+25.7% |
| Participation rate | 62.1% | 75.1%-13.1pp | 82.5%-20.4pp | 69.5%-7.4pp |
| Annual return | 22.93% | 111.87%-88.9pp | 71.41%-48.5pp | 81.01%-58.1pp |
| Employer contribution / active EE | $2,404 | $3,115-22.8% | $4,736-49.2% | $2,440-1.5% |
| Participant deferral / active EE | $4,382 | $5,419-19.1% | $6,710-34.7% | $3,608+21.5% |
| Admin fee / account holder | $2,597 | $5,957-56.4% | $10,264-74.7% | $5,124-49.3% |