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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 | $81,458 | $111,535-27.0% | $105,223-22.6% | $137,256-40.7% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 13.51% | 237.85%-224.3pp | 180.65%-167.1pp | 220.34%-206.8pp |
| Employer contribution / active EE | $1,461 | $3,939-62.9% | $3,689-60.4% | $4,156-64.9% |
| Participant deferral / active EE | $3,459 | $5,500-37.1% | $5,072-31.8% | $6,407-46.0% |
| Admin fee / account holder | $865 | $9,721-91.1% | $8,859-90.2% | $12,270-93.0% |