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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 | $76,522 | $78,707-2.8% | $117,861-35.1% | $70,126+9.1% |
| Participation rate | 56.3% | 73.2%-16.9pp | 79.7%-23.4pp | 69.5%-13.3pp |
| Annual return | 18.10% | 23.30%-5.2pp | 335.11%-317.0pp | 73.15%-55.1pp |
| Employer contribution / active EE | $2,372 | $2,223+6.7% | $3,786-37.4% | $2,343+1.2% |
| Participant deferral / active EE | $6,730 | $3,297+104.1% | $4,482+50.2% | $3,332+102.0% |
| Admin fee / account holder | $5,810 | $5,066+14.7% | $8,021-27.6% | $4,645+25.1% |