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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 | $96,346 | $111,535-13.6% | $105,223-8.4% | $137,256-29.8% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 80.0%-22.8pp |
| Annual return | 16.66% | 237.85%-221.2pp | 180.65%-164.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,840 | $3,939-53.3% | $3,689-50.1% | $4,156-55.7% |
| Participant deferral / active EE | $2,944 | $5,500-46.5% | $5,072-41.9% | $6,407-54.0% |
| Admin fee / account holder | $413 | $9,721-95.8% | $8,859-95.3% | $12,270-96.6% |