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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 | $87,404 | $100,073-12.7% | $85,126+2.7% | $145,877-40.1% |
| Participation rate | 69.2% | 74.1%-4.9pp | 67.5%+1.7pp | 80.3%-11.1pp |
| Annual return | 11.69% | 84.11%-72.4pp | 66.63%-54.9pp | 551.28%-539.6pp |
| Employer contribution / active EE | $3,666 | $3,236+13.3% | $2,731+34.2% | $4,663-21.4% |
| Participant deferral / active EE | $10,175 | $5,294+92.2% | $4,523+124.9% | $6,691+52.1% |
| Admin fee / account holder | $5,380 | $7,261-25.9% | $6,160-12.7% | $13,402-59.9% |