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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 | $87,725 | $111,535-21.3% | $105,223-16.6% | $137,256-36.1% |
| Participation rate | 53.3% | 78.1%-24.8pp | 75.0%-21.7pp | 80.0%-26.6pp |
| Annual return | 17.49% | 237.85%-220.4pp | 180.65%-163.2pp | 220.34%-202.9pp |
| Employer contribution / active EE | $2,194 | $3,939-44.3% | $3,689-40.5% | $4,156-47.2% |
| Participant deferral / active EE | $7,729 | $5,500+40.5% | $5,072+52.4% | $6,407+20.6% |
| Admin fee / account holder | $1,425 | $9,721-85.3% | $8,859-83.9% | $12,270-88.4% |