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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 | $88,961 | $78,423+13.4% | $95,964-7.3% | $79,856+11.4% |
| Participation rate | 62.1% | 73.5%-11.4pp | 77.1%-15.0pp | 69.6%-7.6pp |
| Annual return | 12.00% | 19.37%-7.4pp | 91.64%-79.6pp | 31.71%-19.7pp |
| Employer contribution / active EE | $3,488 | $1,945+79.3% | $2,541+37.2% | $2,471+41.1% |
| Participant deferral / active EE | $4,216 | $3,440+22.5% | $4,167+1.2% | $3,741+12.7% |
| Admin fee / account holder | $3,164 | $5,622-43.7% | $6,797-53.5% | $5,306-40.4% |