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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 | $95,116 | $111,535-14.7% | $105,223-9.6% | $137,256-30.7% |
| Participation rate | 54.5% | 78.1%-23.5pp | 75.0%-20.5pp | 80.0%-25.4pp |
| Annual return | 19.46% | 237.85%-218.4pp | 180.65%-161.2pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,644 | $3,939-58.3% | $3,689-55.4% | $4,156-60.5% |
| Participant deferral / active EE | $7,130 | $5,500+29.6% | $5,072+40.6% | $6,407+11.3% |
| Admin fee / account holder | $610 | $9,721-93.7% | $8,859-93.1% | $12,270-95.0% |