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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 | $95,584 | $111,535-14.3% | $105,223-9.2% | $137,256-30.4% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 13.98% | 237.85%-223.9pp | 180.65%-166.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $2,056 | $3,939-47.8% | $3,689-44.3% | $4,156-50.5% |
| Participant deferral / active EE | $5,651 | $5,500+2.7% | $5,072+11.4% | $6,407-11.8% |
| Admin fee / account holder | $2,769 | $9,721-71.5% | $8,859-68.7% | $12,270-77.4% |