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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 | $87,327 | $111,535-21.7% | $105,223-17.0% | $137,256-36.4% |
| Participation rate | 64.3% | 78.1%-13.8pp | 75.0%-10.8pp | 80.0%-15.7pp |
| Annual return | 16.32% | 237.85%-221.5pp | 180.65%-164.3pp | 220.34%-204.0pp |
| Employer contribution / active EE | $5,877 | $3,939+49.2% | $3,689+59.3% | $4,156+41.4% |
| Participant deferral / active EE | $4,714 | $5,500-14.3% | $5,072-7.1% | $6,407-26.4% |
| Admin fee / account holder | $1,078 | $9,721-88.9% | $8,859-87.8% | $12,270-91.2% |