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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 | $93,997 | $91,559+2.7% | $133,971-29.8% | $79,852+17.7% |
| Participation rate | 51.3% | 73.3%-22.1pp | 79.8%-28.6pp | 69.6%-18.4pp |
| Annual return | 16.33% | 61.85%-45.5pp | 45.09%-28.8pp | 31.72%-15.4pp |
| Employer contribution / active EE | $761 | $2,384-68.1% | $3,919-80.6% | $2,471-69.2% |
| Participant deferral / active EE | $5,416 | $3,734+45.0% | $5,047+7.3% | $3,740+44.8% |
| Admin fee / account holder | $3,447 | $6,321-45.5% | $8,929-61.4% | $5,306-35.0% |