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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 | $96,731+1.8% | $123,973-20.6% | $86,983+13.2% |
| Participation rate | 56.3% | 70.0%-13.8pp | 76.7%-20.4pp | 69.5%-13.3pp |
| Annual return | 15.69% | 17.33%-1.6pp | 388.13%-372.4pp | 25.83%-10.1pp |
| Employer contribution / active EE | $2,565 | $3,297-22.2% | $4,126-37.8% | $2,584-0.8% |
| Participant deferral / active EE | $5,319 | $4,152+28.1% | $5,247+1.4% | $4,194+26.8% |
| Admin fee / account holder | $5,465 | $8,722-37.3% | $11,799-53.7% | $7,856-30.4% |