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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 | $90,203 | $111,535-19.1% | $105,223-14.3% | $137,256-34.3% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 18.68% | 237.85%-219.2pp | 180.65%-162.0pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,711 | $3,939-56.6% | $3,689-53.6% | $4,156-58.8% |
| Participant deferral / active EE | $7,359 | $5,500+33.8% | $5,072+45.1% | $6,407+14.9% |
| Admin fee / account holder | $1,736 | $9,721-82.1% | $8,859-80.4% | $12,270-85.9% |