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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 | $97,075 | $89,259+8.8% | $107,187-9.4% | $82,637+17.5% |
| Participation rate | 60.0% | 67.9%-7.9pp | 75.0%-15.0pp | 68.1%-8.1pp |
| Annual return | 18.24% | 21.02%-2.8pp | 204.55%-186.3pp | 53.51%-35.3pp |
| Employer contribution / active EE | $2,192 | $3,080-28.8% | $3,782-42.0% | $2,552-14.1% |
| Participant deferral / active EE | $5,932 | $4,037+46.9% | $5,096+16.4% | $4,126+43.8% |
| Admin fee / account holder | $3,373 | $7,381-54.3% | $9,162-63.2% | $7,339-54.0% |