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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 | $98,593 | $98,766-0.2% | $149,730-34.2% | $79,852+23.5% |
| Participation rate | 68.0% | 75.8%-7.8pp | 82.5%-14.5pp | 69.6%-1.6pp |
| Annual return | 15.58% | 27.43%-11.8pp | 276.70%-261.1pp | 31.72%-16.1pp |
| Employer contribution / active EE | $4,245 | $3,217+32.0% | $4,645-8.6% | $2,471+71.8% |
| Participant deferral / active EE | $5,852 | $5,681+3.0% | $6,843-14.5% | $3,740+56.5% |
| Admin fee / account holder | $1,029 | $6,052-83.0% | $9,310-88.9% | $5,306-80.6% |