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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 | $85,025 | $111,535-23.8% | $105,223-19.2% | $137,256-38.1% |
| Participation rate | 63.6% | 78.1%-14.5pp | 75.0%-11.4pp | 80.0%-16.3pp |
| Annual return | 15.62% | 237.85%-222.2pp | 180.65%-165.0pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,722 | $3,939-30.9% | $3,689-26.2% | $4,156-34.5% |
| Participant deferral / active EE | $5,358 | $5,500-2.6% | $5,072+5.6% | $6,407-16.4% |
| Admin fee / account holder | $2,330 | $9,721-76.0% | $8,859-73.7% | $12,270-81.0% |