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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 | $74,482 | $65,364+13.9% | $92,909-19.8% | $72,975+2.1% |
| Participation rate | 58.0% | 68.3%-10.3pp | 76.0%-18.0pp | 69.5%-11.5pp |
| Annual return | 17.31% | 42.11%-24.8pp | 109.44%-92.1pp | 81.01%-63.7pp |
| Employer contribution / active EE | $4,837 | $2,594+86.4% | $3,653+32.4% | $2,440+98.2% |
| Participant deferral / active EE | $2,031 | $3,128-35.1% | $4,238-52.1% | $3,608-43.7% |
| Admin fee / account holder | $5,818 | $4,251+36.8% | $5,795+0.4% | $5,124+13.5% |