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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 | $103,373 | $125,237-17.5% | $105,608-2.1% | $145,877-29.1% |
| Participation rate | 55.6% | 77.7%-22.1pp | 75.3%-19.7pp | 80.3%-24.7pp |
| Annual return | 12.52% | 225.76%-213.2pp | 116.50%-104.0pp | 551.28%-538.8pp |
| Employer contribution / active EE | $1,305 | $3,720-64.9% | $3,167-58.8% | $4,663-72.0% |
| Participant deferral / active EE | $5,921 | $5,711+3.7% | $5,010+18.2% | $6,691-11.5% |
| Admin fee / account holder | $423 | $17,287-97.6% | $11,028-96.2% | $13,402-96.8% |