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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 | $105,949 | $90,509+17.1% | $78,693+34.6% | $273,968-61.3% |
| Participation rate | 55.6% | 76.5%-21.0pp | 73.6%-18.0pp | 83.0%-27.5pp |
| Annual return | 8.49% | 75.61%-67.1pp | 62.18%-53.7pp | 41.45%-33.0pp |
| Employer contribution / active EE | $2,483 | $3,175-21.8% | $2,850-12.9% | $4,869-49.0% |
| Participant deferral / active EE | $5,146 | $3,901+31.9% | $3,517+46.3% | $5,287-2.7% |
| Admin fee / account holder | $2,990 | $5,264-43.2% | $4,511-33.7% | $10,132-70.5% |