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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 | $98,476 | $93,345+5.5% | $119,126-17.3% | $87,485+12.6% |
| Participation rate | 56.3% | 68.7%-12.5pp | 75.8%-19.5pp | 68.9%-12.7pp |
| Annual return | 15.69% | 19.08%-3.4pp | 282.11%-266.4pp | 26.06%-10.4pp |
| Employer contribution / active EE | $2,565 | $3,172-19.1% | $4,034-36.4% | $2,596-1.2% |
| Participant deferral / active EE | $5,319 | $4,099+29.8% | $5,3180% | $4,274+24.5% |
| Admin fee / account holder | $5,465 | $8,039-32.0% | $10,693-48.9% | $7,775-29.7% |