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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 | $106,952 | $111,535-4.1% | $105,223+1.6% | $137,256-22.1% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 20.11% | 237.85%-217.7pp | 180.65%-160.5pp | 220.34%-200.2pp |
| Employer contribution / active EE | $1,392 | $3,939-64.7% | $3,689-62.3% | $4,156-66.5% |
| Participant deferral / active EE | $17,447 | $5,500+217.2% | $5,072+244.0% | $6,407+172.3% |
| Admin fee / account holder | $1,000 | $9,721-89.7% | $8,859-88.7% | $12,270-91.9% |