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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 | $94,075 | $70,418+33.6% | $96,570-2.6% | $85,847+9.6% |
| Participation rate | 61.5% | 61.8%-0.3pp | 69.8%-8.3pp | 69.3%-7.8pp |
| Annual return | 14.71% | 18.59%-3.9pp | 37.79%-23.1pp | 318.61%-303.9pp |
| Employer contribution / active EE | $2,327 | $1,413+64.7% | $2,357-1.3% | $2,565-9.3% |
| Participant deferral / active EE | $5,293 | $2,894+82.9% | $3,849+37.5% | $3,952+33.9% |
| Admin fee / account holder | $6,737 | $4,995+34.9% | $6,182+9.0% | $6,261+7.6% |