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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 | $92,707 | $86,891+6.7% | $142,516-35.0% | $75,173+23.3% |
| Participation rate | 60.0% | 68.5%-8.5pp | 76.8%-16.8pp | 67.2%-7.2pp |
| Annual return | 46.91% | 23.31%+23.6pp | 19.99%+26.9pp | 160.72%-113.8pp |
| Employer contribution / active EE | $1,899 | $3,355-43.4% | $4,849-60.8% | $2,671-28.9% |
| Participant deferral / active EE | $5,002 | $4,938+1.3% | $6,280-20.3% | $4,126+21.2% |
| Admin fee / account holder | $1,308 | $7,299-82.1% | $10,008-86.9% | $5,651-76.9% |