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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 | $100,648 | $93,346+7.8% | $71,796+40.2% | $273,972-63.3% |
| Participation rate | 66.7% | 76.5%-9.9pp | 69.1%-2.4pp | 83.0%-16.3pp |
| Annual return | 6.40% | 130.39%-124.0pp | 78.04%-71.6pp | 41.46%-35.1pp |
| Employer contribution / active EE | $2,584 | $2,733-5.5% | $1,924+34.3% | $4,869-46.9% |
| Participant deferral / active EE | $4,881 | $3,475+40.5% | $2,794+74.7% | $5,287-7.7% |
| Admin fee / account holder | $4,752 | $6,571-27.7% | $4,815-1.3% | $10,133-53.1% |