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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 | $101,880 | $87,132+16.9% | $105,624-3.5% | $80,959+25.8% |
| Participation rate | 63.6% | 70.4%-6.8pp | 75.3%-11.6pp | 67.7%-4.0pp |
| Annual return | 16.83% | 17.03%-0.2pp | 116.20%-99.4pp | 35.67%-18.8pp |
| Employer contribution / active EE | $2,030 | $2,397-15.3% | $3,168-35.9% | $2,757-26.4% |
| Participant deferral / active EE | $4,617 | $3,985+15.8% | $5,013-7.9% | $4,300+7.4% |
| Admin fee / account holder | $8,208 | $8,449-2.9% | $10,961-25.1% | $6,925+18.5% |