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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 | $111,656 | $129,737-13.9% | $119,126-6.3% | $154,746-27.8% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 19.41% | 379.08%-359.7pp | 282.11%-262.7pp | 172.34%-152.9pp |
| Employer contribution / active EE | $1,955 | $4,375-55.3% | $4,034-51.5% | $4,379-55.4% |
| Participant deferral / active EE | $5,848 | $5,842+0.1% | $5,318+10.0% | $6,730-13.1% |
| Admin fee / account holder | $317 | $11,961-97.3% | $10,693-97.0% | $14,365-97.8% |