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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 | $86,026 | $81,643+5.4% | $70,462+22.1% | $158,950-45.9% |
| Participation rate | 57.1% | 77.7%-20.6pp | 75.1%-17.9pp | 82.0%-24.8pp |
| Annual return | 12.80% | 208.51%-195.7pp | 109.08%-96.3pp | 302.91%-290.1pp |
| Employer contribution / active EE | $2,280 | $3,218-29.1% | $2,737-16.7% | $4,762-52.1% |
| Participant deferral / active EE | $3,582 | $4,555-21.3% | $3,710-3.4% | $5,983-40.1% |
| Admin fee / account holder | $4,527 | $6,194-26.9% | $3,845+17.7% | $11,248-59.8% |