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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 | $97,619 | $114,119-14.5% | $107,187-8.9% | $138,895-29.7% |
| Participation rate | 52.9% | 78.1%-25.1pp | 75.0%-22.1pp | 79.9%-27.0pp |
| Annual return | 19.11% | 273.21%-254.1pp | 204.55%-185.4pp | 145.39%-126.3pp |
| Employer contribution / active EE | $1,938 | $4,059-52.3% | $3,782-48.8% | $4,194-53.8% |
| Participant deferral / active EE | $6,163 | $5,538+11.3% | $5,096+20.9% | $6,396-3.6% |
| Admin fee / account holder | $5,696 | $10,024-43.2% | $9,162-37.8% | $12,562-54.7% |