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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 | $90,690 | $97,125-6.6% | $86,233+5.2% | $137,256-33.9% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.0%-6.5pp | 80.0%-17.5pp |
| Annual return | 11.04% | 74.19%-63.1pp | 61.39%-50.3pp | 220.34%-209.3pp |
| Employer contribution / active EE | $1,706 | $2,841-40.0% | $2,504-31.9% | $4,156-58.9% |
| Participant deferral / active EE | $4,498 | $5,180-13.2% | $4,559-1.3% | $6,407-29.8% |
| Admin fee / account holder | $633 | $9,725-93.5% | $8,342-92.4% | $12,270-94.8% |