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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 | $91,617 | $111,535-17.9% | $105,223-12.9% | $137,256-33.3% |
| Participation rate | 42.9% | 78.1%-35.2pp | 75.0%-32.2pp | 80.0%-37.1pp |
| Annual return | 15.82% | 237.85%-222.0pp | 180.65%-164.8pp | 220.34%-204.5pp |
| Employer contribution / active EE | $2,146 | $3,939-45.5% | $3,689-41.8% | $4,156-48.4% |
| Participant deferral / active EE | $2,240 | $5,500-59.3% | $5,072-55.8% | $6,407-65.0% |
| Admin fee / account holder | $9,049 | $9,721-6.9% | $8,859+2.1% | $12,270-26.3% |