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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 | $99,499 | $111,535-10.8% | $105,223-5.4% | $137,256-27.5% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 80.0%-40.0pp |
| Annual return | 18.27% | 237.85%-219.6pp | 180.65%-162.4pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,802 | $3,939-54.3% | $3,689-51.2% | $4,156-56.7% |
| Participant deferral / active EE | $5,979 | $5,500+8.7% | $5,072+17.9% | $6,407-6.7% |
| Admin fee / account holder | $377 | $9,721-96.1% | $8,859-95.7% | $12,270-96.9% |