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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 | $85,625 | $52,279+63.8% | $89,414-4.2% | $79,852+7.2% |
| Participation rate | 63.9% | 57.5%+6.4pp | 68.0%-4.0pp | 69.6%-5.7pp |
| Annual return | 15.46% | 22.16%-6.7pp | 245.50%-230.0pp | 31.72%-16.3pp |
| Employer contribution / active EE | $1,556 | $1,572-1.0% | $2,586-39.9% | $2,471-37.0% |
| Participant deferral / active EE | $3,964 | $2,740+44.7% | $3,890+1.9% | $3,740+6.0% |
| Admin fee / account holder | $3,990 | $3,356+18.9% | $4,883-18.3% | $5,306-24.8% |