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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 | $99,008 | $111,535-11.2% | $105,223-5.9% | $137,256-27.9% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 16.70% | 237.85%-221.2pp | 180.65%-163.9pp | 220.34%-203.6pp |
| Employer contribution / active EE | $3,722 | $3,939-5.5% | $3,689+0.9% | $4,156-10.4% |
| Participant deferral / active EE | $9,311 | $5,500+69.3% | $5,072+83.6% | $6,407+45.3% |
| Admin fee / account holder | $5,990 | $9,721-38.4% | $8,859-32.4% | $12,270-51.2% |