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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 | $88,672+11.1% | $105,223-6.4% | $82,448+19.4% |
| Participation rate | 56.3% | 67.9%-11.7pp | 75.0%-18.8pp | 68.1%-11.8pp |
| Annual return | 15.69% | 30.86%-15.2pp | 180.65%-165.0pp | 41.64%-25.9pp |
| Employer contribution / active EE | $2,565 | $3,048-15.8% | $3,689-30.5% | $2,551+0.6% |
| Participant deferral / active EE | $5,319 | $4,036+31.8% | $5,072+4.9% | $4,139+28.5% |
| Admin fee / account holder | $5,465 | $7,146-23.5% | $8,859-38.3% | $7,234-24.5% |