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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 | $91,385 | $97,125-5.9% | $86,233+6.0% | $137,256-33.4% |
| Participation rate | 58.8% | 74.2%-15.4pp | 69.0%-10.2pp | 80.0%-21.1pp |
| Annual return | 17.93% | 74.19%-56.3pp | 61.39%-43.5pp | 220.34%-202.4pp |
| Employer contribution / active EE | $2,621 | $2,841-7.7% | $2,504+4.7% | $4,156-36.9% |
| Participant deferral / active EE | $6,292 | $5,180+21.5% | $4,559+38.0% | $6,407-1.8% |
| Admin fee / account holder | $2,361 | $9,725-75.7% | $8,342-71.7% | $12,270-80.8% |