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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 | $115,781 | $78,690+47.1% | $161,489-28.3% | $87,485+32.3% |
| Participation rate | 68.3% | 67.5%+0.8pp | 78.7%-10.4pp | 68.9%-0.6pp |
| Annual return | 15.20% | 32.74%-17.5pp | 89.72%-74.5pp | 26.06%-10.9pp |
| Employer contribution / active EE | $2,381 | $2,588-8.0% | $4,268-44.2% | $2,596-8.3% |
| Participant deferral / active EE | $5,540 | $3,311+67.3% | $5,630-1.6% | $4,274+29.6% |
| Admin fee / account holder | $8,041 | $6,724+19.6% | $16,006-49.8% | $7,775+3.4% |