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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 | $87,756 | $111,535-21.3% | $105,223-16.6% | $137,256-36.1% |
| Participation rate | 53.3% | 78.1%-24.8pp | 75.0%-21.7pp | 80.0%-26.6pp |
| Annual return | 15.88% | 237.85%-222.0pp | 180.65%-164.8pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,185 | $3,939-69.9% | $3,689-67.9% | $4,156-71.5% |
| Participant deferral / active EE | $3,210 | $5,500-41.6% | $5,072-36.7% | $6,407-49.9% |
| Admin fee / account holder | $6,408 | $9,721-34.1% | $8,859-27.7% | $12,270-47.8% |