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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 | $102,995 | $111,535-7.7% | $105,223-2.1% | $137,256-25.0% |
| Participation rate | 56.3% | 78.1%-21.8pp | 75.0%-18.8pp | 80.0%-23.7pp |
| Annual return | 13.25% | 237.85%-224.6pp | 180.65%-167.4pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,602 | $3,939-59.3% | $3,689-56.6% | $4,156-61.5% |
| Participant deferral / active EE | $5,593 | $5,500+1.7% | $5,072+10.3% | $6,407-12.7% |
| Admin fee / account holder | $2,281 | $9,721-76.5% | $8,859-74.3% | $12,270-81.4% |