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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 | $95,775 | $91,559+4.6% | $133,978-28.5% | $79,856+19.9% |
| Participation rate | 42.9% | 73.3%-30.5pp | 79.8%-37.0pp | 69.6%-26.8pp |
| Annual return | 15.50% | 61.85%-46.3pp | 45.10%-29.6pp | 31.71%-16.2pp |
| Employer contribution / active EE | $2,341 | $2,384-1.8% | $3,919-40.3% | $2,471-5.3% |
| Participant deferral / active EE | $4,704 | $3,734+26.0% | $5,047-6.8% | $3,741+25.8% |
| Admin fee / account holder | $3,216 | $6,321-49.1% | $8,930-64.0% | $5,306-39.4% |