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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 | $102,017 | $108,911-6.3% | $100,392+1.6% | $145,884-30.1% |
| Participation rate | 63.6% | 83.0%-19.3pp | 81.5%-17.9pp | 80.3%-16.7pp |
| Annual return | 15.56% | 58.23%-42.7pp | 49.45%-33.9pp | 551.85%-536.3pp |
| Employer contribution / active EE | $376 | $4,420-91.5% | $3,941-90.5% | $4,662-91.9% |
| Participant deferral / active EE | $2,441 | $8,459-71.1% | $8,090-69.8% | $6,690-63.5% |
| Admin fee / account holder | $1,392 | $9,698-85.6% | $7,904-82.4% | $13,392-89.6% |