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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 | $92,699 | $78,690+17.8% | $161,489-42.6% | $87,485+6.0% |
| Participation rate | 52.0% | 67.5%-15.5pp | 78.7%-26.7pp | 68.9%-16.9pp |
| Annual return | 15.98% | 32.74%-16.8pp | 89.72%-73.7pp | 26.06%-10.1pp |
| Employer contribution / active EE | $2,552 | $2,588-1.4% | $4,268-40.2% | $2,596-1.7% |
| Participant deferral / active EE | $3,646 | $3,311+10.1% | $5,630-35.2% | $4,274-14.7% |
| Admin fee / account holder | $728 | $6,724-89.2% | $16,006-95.5% | $7,775-90.6% |