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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 | $98,676 | $114,013-13.5% | $103,693-4.8% | $155,188-36.4% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-6.0pp | 80.8%-14.1pp |
| Annual return | 16.46% | 49.31%-32.8pp | 47.61%-31.1pp | 148.84%-132.4pp |
| Employer contribution / active EE | $1,353 | $3,131-56.8% | $2,920-53.7% | $4,248-68.1% |
| Participant deferral / active EE | $3,951 | $4,970-20.5% | $4,579-13.7% | $6,531-39.5% |
| Admin fee / account holder | $1,425 | $8,407-83.1% | $7,858-81.9% | $14,480-90.2% |