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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 | $90,741 | $89,364+1.5% | $141,177-35.7% | $72,983+24.3% |
| Participation rate | 57.7% | 75.1%-17.4pp | 82.5%-24.8pp | 69.5%-11.8pp |
| Annual return | 22.51% | 111.86%-89.3pp | 71.40%-48.9pp | 81.01%-58.5pp |
| Employer contribution / active EE | $2,781 | $3,115-10.7% | $4,736-41.3% | $2,440+14.0% |
| Participant deferral / active EE | $4,759 | $5,419-12.2% | $6,710-29.1% | $3,608+31.9% |
| Admin fee / account holder | $1,289 | $5,959-78.4% | $10,263-87.4% | $5,124-74.8% |