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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 | $92,019 | $78,428+17.3% | $95,960-4.1% | $79,852+15.2% |
| Participation rate | 51.2% | 73.5%-22.3pp | 77.1%-25.9pp | 69.6%-18.5pp |
| Annual return | 19.73% | 19.37%+0.4pp | 91.63%-71.9pp | 31.72%-12.0pp |
| Employer contribution / active EE | $1,873 | $1,945-3.7% | $2,541-26.3% | $2,471-24.2% |
| Participant deferral / active EE | $4,549 | $3,440+32.2% | $4,167+9.2% | $3,740+21.6% |
| Admin fee / account holder | $1,285 | $5,622-77.1% | $6,797-81.1% | $5,306-75.8% |